About the Series

The Downsizing Made Simple workshop series is designed to help seniors and their families navigate life’s next chapter with clarity, confidence, and a plan.

Part 5: Avoiding Scams and Protecting Your Assets

As you plan for the future, it’s more important than ever to understand how to protect yourself and your finances. This session will focus on helping you recognize potential risks and make informed decisions.

What You’ll Learn

- Common scams targeting seniors-and how to avoid them

- How to protect your personal and financial information

- Red flags to watch for when working with vendors and service providers

- How to make confident, informed decisions as you plan your next steps

Featured Speakers

We are pleased to have experienced professionals sharing their expertise:

• Richard Campbell, Attorney at Law, 757 Law

• Oscar Alvarez, Certified Financial Planner Professional™

They will provide valuable insights and practical guidance to help you navigate this important topic with confidence.

Who Should Attend

This workshop is designed especially for seniors who:

• Are thinking about downsizing in the next few years

• Want to better understand their housing options before making decisions

• Feel overwhelmed by the process and want a clear place to start

• Would like guidance and practical next steps for planning the future

• Want peace of mind knowing they have a plan in place

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