Hello Everyone,

We hope you are all doing well!

We had a wonderful turnout at Nordia House in the Great Hall for our March 28th seminar. Our seminars continue to grow. Thanks to all of you who registered and were able to attend!

This month, we focused on how downsizing creates ease in life. We provided a foundation of what it means to downsize for each person, why are they wanting to downsize and what has been stopping them.

During the presentation, attendees were asked to complete two simple, yet powerful exercises that lay the groundwork for success. These included the 3 Key Questions and the Clarity Exercise. Additionally, 8 Helpful Tips were provided, all of which are attached, and can help anyone to get started and stay energized on the downsizing journey.

Click here to download a copy of the Seminar Worksheet

We received many requests for copies of the “Lighten the Load” presentation. The file is too large to attach, so we have included a link below that will let you download it from the MMRET.com website.

Click here to download a copy of the Seminar Presentation.

We wrapped up offering a free, 45-minute Discovery Call with Kimberly to review attendees downsizing goals in greater detail.

Take-Aways

• Downsizing can feel overwhelming, and we each bring our own unique challenges to the journey.
• It’s a lot to do on your own, but clarity with your goals and vision, plus help from friends and family members can make all the difference! 

For additional support or guidance with your own downsizing journey, you may want to consider joining our Downsizing Club (group coaching via Zoom) – or individual Downsize Coaching. Contact Kimberly Shute at 971-227-1302 / Kimberly@mmret.com for more information.

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We are enjoying the larger space of the Great Hall, and hope you are as well, especially the opportunities for conversation and connection even after the seminars end.

That said, we do recognize that there are some issues with the acoustics... and parking. Some of you were unable to attend because there were no spaces available.

Please know that Nordia House is aware of these concerns, not just for our seminars, but for all of their events. They are taking steps to improve the room acoustics - and increase parking availability by paving an additional lot adjacent to the building.

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Next Month: Our April Quarterly event

Estate Planning 101: How to Protect

Your Family and Wealth

presented by

Attorney Bryce Kaufman of Myatt & Bell P.C.

Following the presentation, connect

with our growing team of Education and Table Partners

See below for more details!