Downsizing Event Audio Excerpt

Managing Partner Sammy Azzouz

 

As many of our Heritage clients are approaching a time when “rightsizing” is a real consideration, Wealth Manager Sammy Azzouz produced an educational event on downsizing that covered the topic from a financial, logistical and emotional perspective.  In addition to Sammy’s taxation and financial overview, the presentation featured comments by Ned Mahoney, a Keller Williams Real Estate agent based in Needham, MA who provided attendees an experienced perspective on methodologies to approach and elements to consider when taking on this very formidable challenge.