“The Upside of Downsizing”
FREE symposium and luncheon
Wednesday, April 28, 10:30 a.m. – 12:30 p.m.
Learn how you can sell your home and receive top dollar for it—and gain freedom, comfort, and peace of mind by living in a retirement community. At our free symposium and luncheon, you’ll discover expert sales advice from three of the area’s top professionals in financial planning, real estate, and interior design.
Terri Ward, CPA, CFP®, proactive tax planner and registered representative with NEXT Financial Group, Inc.
Linda Terhaar, a top company agent with Prudential Northwest Properties
Mary Stevens, owner of Interactive Homes, and a noted expert on interior design and staging
Exclusive, valuable information to enhance your finances and lifestyle
At this symposium, you’ll learn why now is an excellent time to sell. You’ll also learn:
- How to ensure the equity from your home provides the financial means for your new lifestyle
- Selecting the right realtor can minimize the time it takes to sell your home
- Why staging your home attracts more buyers
- Advice for avoiding construction or remodeling repairs
- How the sale of your home can positively impact your tax status and finances
Be sure to bring questions, because you’ll have the chance to ask one-on-one advice from each symposium presenter.
An excellent way to experience wholesome dining at Cornell Estates
Enjoy a delicious midday meal prepared by our executive chef from the Western Culinary Institute. Mingle and make new friends. We’ll also give away fun and festive door prizes.
Mark your calendar for Wednesday, April 28–10:30 a.m. to 12:30 p.m.
Call Landa Carlson at 503-640-2884 to RSVP and reserve your seat. Hurry. Space is limited and seats are filling up fast.
For directions to Cornell Estates, click here.
Wednesday, April 28, 2010 • 10:30 a.m. to 12:30 p.m.
Cornell Estates Retirement & Assisted Living
1005 N.E. 17th Avenue • Hillsboro, Oregon 97124
Terri Ward (www.terriward.com)is the principal of Terri Ward, CPA, and she is a registered representative with NEXT Financial Group, Inc.
Terri specializes in providing proactive tax planning and tax-efficient investing. She offers more than 30 years of experience and she serves as a certified public accountant as well as a Certified Financial Planner™ practitioner. Terri integrates both disciplines into a holistic, client-centered approach, designed to increase your after-tax income and wealth, while mitigating risk.
Terri’s work experience at Arthur Andersen and Deloitte gave her the broad experience to tackle all of your tax and financial challenges. By directing her own independent practice for the past 14 years, Terri can operate proactively and add other valuable services.
Terri’s clients rely on her for the following:
- Retirement income planning
- Insurance planning
- Investment management
- Structuring sales and exchanges of real estate and other appreciated assets
- Transferring businesses, real estate, and other assets from one generation to the next
Terri is president-elect of the Tualatin Chamber of Commerce. She has two grown children she is very proud of and loves being a grandmother.
Linda Terhaar (www.TerhaarTeam.com) has been an award-winning realtor for 32 years with 14 of those years as the #1 agent for Prudential NW Properties. She holds the highest real estate credentials and designations as well as Principal Broker, Certified Residential Specialist, and Graduate of the Real Estate Institute.
Together with her husband, Ken, they provide their customers with exceptional marketing, cutting-edge technology, and superior negotiation skills. They have worked hard to establish and maintain the highest standard of service in the real estate industry.
Linda and Ken’s shared philosophy is anchored by the belief that success is measured by the service that they can deliver to their clients. They are confident that after comparing their credentials to those of others in the industry, you will be comfortable with your decisions to entrust the sale or purchase of your property to them. In return, they pledge you their loyalty, commitment to service and their 50 years of combined real estate experience.
Mary Stevens, (www.interactivehomes.cc) is the founder and owner of Interactive Homes, which offers personalized and professional interior design and staging services.
Mary learned the key ingredients of successful homebuilding and interior design at an early age. Her father was a prominent builder in Minnesota and Texas, and her mother was a successful interior designer. Building on her parents’ legacy and drawing from her hands-on construction and interior-design knowledge and skills, Mary opened her own consulting business and has been successfully serving clients for the past 23 years.
Prior to forming Interactive Homes, Mary specialized in interior design and construction through her own enterprise, Exclusive Interiors.