WEBINAR: What You Don’t Know About Downsizing & Move Management

BWFA and experts Victoria B. Hathaway, Silver Group® of Bob Lucido Team, and Charna Kinneberg, Executive Director of Moyer Move Management, invite you to an interactive workshop to discuss “What You Don’t Know About Downsizing & Move Management”.

Downsizing, Organizing, and Move Management has become a national professional industry over the last two decades. Firms devoted specifically to providing a Managed Move are changing how we downsize our households, pack, move, and unpack in our new homes, nationwide. Learn what to seek out and avoid when hiring professionals for your downsize or move. Find out why the best Realtors refer to Move Managers (and what happens when they DON’T). They help their clients move faster, smoother, and healthier!

WEBINAR

JUNE 13, 2024

11:45 AM – 1:00 PM

Topics will include:

What is Move Management?
How is a Move Manager different from a Mover and a Professional Organizer?
What is NASMM and what does NASMM Accreditation mean?
What is the SMM-C designation?
What services are offered by Move Managers, and do ALL Move Managers offer the same things?
What are the key risk management tools to look for when hiring a Move Manager?
How do I locate a Move Manager?

PRESENTERS:

TOWNSEND HORNOR, JR.

CEPS

Managing Director, Wealth Management & Executive Manager

VICTORIA HATHAWAY

REALTOR®, CSA,

CSHP, SRES®

Director, Silver Group

of Bob Lucido Team

CHARNA KINNEBERG

RN, MBA, SMM-C

Executive VP, New Business Development

Moyer Move Management

ABOUT VICTORIA

Seniors Real Estate Specialist, Certified Senior Advisor, Certified Senior Housing Professional

Victoria B. Hathaway is Director, Silver Group of Bob Lucido Team of Keller Williams Lucido Agency, the Team’s international seniors real estate division. Her expertise is in helping older adults navigate the process of downsizing, home selling and relocating to easier lifestyles, providing education, guidance and resources. Her service is included for Silver Group clients, and she works along with the Team’s agents throughout the entire process. She is a Realtor, Certified Senior Advisor (CSA), Certified Senior Housing Professional (CSHP), Seniors Real Estate Specialist (SRES), past-President of the Coalition of Geriatric Services (COGS), she holds the Certificate on Aging from Johns Hopkins University, serves as Commissioner for Howard County’s Commission on Aging, and she volunteers for the senior ride share program Neighbor Ride.

ABOUT CHARNA

National Association of Senior Move Managers

Charna has over 20 years experience in senior move management, one of the founding members of the National Association of Senior Move Management (NASMM). What makes Charna’s perspective different than many in the industry is her nursing background coupled with her MBA. It’s not just about moving things, it’s understanding where the individual in transition is along with the support system and family dynamics.

Charna remains active in NASMM, has been a board president, actively involved in committee work and mentor to new NASMM members.

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900