DeGeorge Partners plans ‘Retirement Next Steps’ workshops in Fountain Hills

DeGeorge Partners, Russ Lyon Sotheby’s International Realty has released its schedule for the first half of 2025 for the Retirements Next Steps Workshop series.

This informative workshop series is designed to offer insights and guidance for those preparing for or currently navigating retirement, according to a press release.

Each session will feature industry leaders addressing key topics to help attendees make informed choices about their future.

“We are excited to bring this comprehensive workshop series into 2025 to continue helping individuals navigate the complexities of retirement planning,” said Jill Templeton-Haislip, Realtor and Senior Real Estate Specialist at DeGeorge Partners. “Our goal is to provide attendees with the knowledge and tools necessary to make informed decisions and create a fulfilling retirement.”

Upcoming sessions include:

Jan. 23: Long-Term Care Insurance

Prepare for the unexpected—protect your loved ones and assets from the financial impact of long-term care with Charles Scott of Pelleton Capital.

Feb. 27: Navigating the Senior Journey

Explore the variety of options available to older adults and why senior living is an excellent choice for maintaining independence, comfort and class with Jeannie Grates of Cogir Senior Living.

March 27: How to Choose Senior Living

A beginner’s guide to confidently making senior living decisions with clarity and knowledge with Julia Moon of New Day Lifestyles.

April 24: Safety in the Home

Learn practical tips for enhancing home security in retirement with Karen and Josh Logan of Guardian Training and Consulting.

May 22: Reverse and Home Equity Conversion Mortgages

Discover how reverse mortgages have evolved into a powerful financial tool, including their use for purchasing a new home and offering retirees more flexibility with Richelle Hopkins of Mutual of Omaha.

Karen DeGeorge, principal of DeGeorge Partners and a leading Realtor in Fountain Hills will also be featured in the workshops.

With 23 years of experience, DeGeorge is an Accredited Buyer Representative, Short Sale and Relocation Resource and a Certified Luxury Home Marketing Specialist.

The workshops are free, but registration is required due to limited seating.

To register or for more information, contact Templeton-Haislip at 303-204-4432 or email Jill@degeorgepartners.com.