FAIRING WAY – a Rice Eventide Community
25 Stonehaven Drive
South Weymouth, MA 02190
Financial Considerations to Maximize Your Wealth When Downsizing
Thursday, May 6 | 4:00 PM - 5:30 PM - IN PERSON
Join us for a complimentary presentation of Financial Considerations to Maximize Your Wealth When Downsizing led by Financial Advisor Nora Yousif and Certified Public Accountant Jonathan (Jay) Pike. Whether you're preparing to list and sell your home or starting your research, this presentation is sure to provide valuable insight related to preserving your hard earned dollars for the duration of your lifetime.
Topics will include:
- Tax implications
- Optimizing social security benefits
- Emergency preparedness
- Real estate market from a financial perspective
- Long-term care expenses
Following the 4:00 p.m. presentation, dinner will be served in-person or to go, depending on your personal preference.
The Baldwin Welcome Center
1E Commons Drive, No. 24
Londonderry, NH 03053
Monday – Friday 9 am – 5:30 pm
or by appointment
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Presented By: Kathy Jordan, MS, RDN, CPT
CPT Consulting Dietitian Big Y Foods
Nora Yousif is a 3rd generation Financial Advisor at the Empower Wealth Group of RBC Wealth Management in Easton. She was honored as a top “40 Under 40 Professional” by Boston Business Journal as well as by her industry for going above and beyond to serve her clients and thir families. She has presented on personal finance and investments for over 300 organizations. Nora frequently contributes to TV and Radio shows like Channel 5 ABC Boston and Magic 106.7FM. Nora has been published in CNBC articles, Yahoo! Finance and Forbes. Finally, Nora leads a popular educational series titled Women Wine and Wall Street.
Jonathan J. Pike is a partner in Citrin Cooperman’s Braintree, Massachusetts office. He brings over 25 years of experience in public accounting, advising his clients on how to make better decisions based on timely and dependable financial reporting. Jonathan has served as a Metro South Chamber of Commerce Board Member for six years. In his spare time, Jonathan volunteers for School on Wheels of Massachusetts, an organization that provides one-on-one tutoring, mentoring and customized backpacks to Massachusetts students impacted by homelessness.