You’ve built equity.
You’ve worked hard.
Now the question becomes…
What’s Next?
Should You?
- Downsize and simplify?
- Purchase a second home?
- Invest in real estate?
- Leverage equity strategically?
- Make tax-efficient decisions?
Join us on March 12 for an educational evening designed specifically
for homeowners who want clarity before making their next move.
You’ll hear from:
- A trusted local husband & wife real estate team (Dina & Ted)
- A respected local lender sharing today’s financing strategies
- A financial advisor from Merrill Lynch discussing tax-aware planning and investment options
- An estate attorney to learn how proper estate planning can simplify the sale of your home and protect your family’s future.
Thursday, March 12
from 6:00pm-8:00pm
Roma Corporate Center Suite 302
1605 N Cedar Crest Blvd,
Allentown, PA 18104
Refreshments, food and drinks will be available. So come hungry for knowledge and food!
