REAL ESTATE WEALTH BUILDING WORKSHOP

How much equity do I have, and what should I do with it?

In this FREE, real-estate workshop for boomers and empty-nesters, we will provide a one-stop shop for valuable and up-to-date information about the market – and answer any questions you may have about how to leverage your equity to provide financial security for you and your loved ones.

Refreshments and snacks provided. Raffle prizes on site.

Saturday, March 28th Starts at 12pm 
Diane Hamre Recreation Complex, Room 3
1780 Rudell Road Newcastle

Save Your Spot!
We take your privacy seriously.
Your personal information is collected to send you the additional information that you requested about the real estate, mortgage, and affiliated products and services. If we cannot provide a product or service it may be provided by another agent or broker. For details please see the real estate marketing website privacy policy.

The workshop:

We have updated and revised our real estate workshop for boomers, "empty nesters" to help you gain knowledge and address questions about …
  • HOW MUCH EQUITY DO YOU HAVE?
  • WHAT ARE YOUR OPTIONS?
  • LEARN HOW TO INCREASE YOUR EQUITY…
    • TO HELP YOUR CHILDREN GO TO POST SECONDARY SCHOOL,
    • OR USE IT AS A LIVING WILL TO HELP CHILDREN BUY THEIR OWN HOME,
    • OR TO PAY OFF YOUR CURRENT MORTGAGE SOONER,
    • OR TO BUILD INCREASED WEALTH FOR YOUR OWN RETIREMENT
  • LEARN THE IMPORTANCE OF ESTATE PLANNING AND TAX IMPLICATIONS
This workshop will provide a one-stop forum to meet our team of professionals (accountants lawyers mortgage and financial planners) who can help to simplify the processes of managing change. Or just to answer questions about this market or learn more about this important topic. We will provide you with updated and comprehensive neighborhood price information, and to help you to determine the equity in your home – and what are your best options for unlocking equity to increase financial security.

So, join us for this free and incredibly informative real-estate workshop. All we ask is that you register, so that sufficient printed materials and refreshments may be provided.

Panel discussion with local experts.

Dennis Roberts, Broker and Raj Saharan, Salesperson from The Roberts Team at Royal LePage Frank Real Estate, Brokerage: With decades of Clarington/Durham Region Real Estate Market experience, we will provide a free comparative market analysis of your home to help you to determine how much equity you have. Brief presentation on current market conditions by professionals.

ScotiaBank. Lisa Davies, Home Financing Advisor: I specialize in lending solutions for home ownership: first time home buyers, investment properties (rental) and secondary homes. As an experienced lender for over 28 years, I bring a wealth of knowledge to my position in helping clients achieve their short/long term goals and financial dreams.

ScotiaBank Rasika Wickramatunga MBA, PFP, Branch Manager: Rasika is the Branch Manager at Scotiabank Branch in Bowmanville and brings over 15 years of Retail Banking Experience with Scotiabank. His team of Financial Advisors at Bowmanville Branch are committed to providing in-depth financial planning and offering personalized financial solutions.

Richie Shortt and Tully Accountants, Brenda Mattacott –best steps to organize and plan for taxes, including estate taxes and capital gains.

Strike / Phillips Law Firm - Bradley Phillips: Bradley Phillips is a Partner at Strike & Phillips LLP. Brad focusses his practices on Real Estate, Corporate/Commercial and Estate Planning services. His Real Estate practice includes both residential and commercial real estate transactions with experience in multi-residential purchases and sales, mobile home parks and land lease communities. Whether you are buying your first home, investing, downsizing or anything in between; Brad's experience makes him ideally suited to be your trusted advisor.