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Schedule a Consultation 410.461.3900

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

 
Greetings! 
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”.
 
Webinar
Wednesday, April 26, 2023 from 11:45 AM to 1:00 PM EDT
 
Downsizing, Organizing and Move Management has become a national professional industry over the last two decades. Firms specifically devoted to providing a Managed Move are changing the way we downsize our households, pack, move, and unpack in our new homes, nationwide.
Learn what to seek out and what to avoid when hiring professionals for your downsize and/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!
TOPICS WILL INCLUDE:
  • What is Move Management?
  • How is a Move Manager different from a Mover, and different from 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:
Managing Director,
Wealth Management &
Executive Manager, BWFA
REALTOR®, CSA,
CSHP, SRES®
Director, Silver Group
of Bob Lucido Team
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 Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

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

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
        

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