Free Monthly Seminars

Stay Informed With Tips And Strategies For Boomers and Seniors
Brought To You By Anita Gat Group – Senior Transitions Experts

What Are Lunch-and-Learn Seminars From Senior Transitions Experts?

Each month, we bring you expert information and advice in the area of senior living, finances, real estate, downsizing, relocation, capital gains taxes, and estate planning.

Our guests share up-to-date tips and strategies on topics that matter to you.
All over a free lunch.

Location: Keller Williams Realty

505 Hamilton Ave. Ste. 100, Palo Alto, CA 94301

Baby Boomer Real Estate Lady™
505 Hamilton Avenue, Suite 100
Palo Alto CA 94301
Tel: (650) 906-0640
4:00-5:30 p.m.

Frequently Asked Questions

Have Questions About Our Seminars? Find Answers Here.

Our seminars are free.

Absolutely, but your friend MUST RSVP to reserve his or her own spot. Please direct them to to have them sign up.

Yes! Sandwiches and drinks are provided for all seminar attendees.

Not at this time. However, we sometimes repeat popular seminar topics, so if you see a seminar we've done and you'd like to request that we hold it again, please email us at

Past Seminars

We've covered everything from decluttering and downsizing to capital gains taxes and reverse mortgages.
Understand why dual agency is risky, how to price your home right, and what to disclose to prospective buyers.
June 13, 2017
Understand the long list of disclosures and reports you must make available to buyers when selling your home.
Guest: Chris ShuppHolmes & Watson Real Estate Inspections, LLC.
March 11, 2017
How we help you declutter, sort and organize your possessions so you can take them with you, let your family claim some, have an estate sale or donate and clear out the remainder.
Guest: Helen Ingwersen, T.O.P. Move Management
February 11, 2017
Learn how to defer the taxes through an IRS-compliant Deferred Sales Trust or Charitable Remainder Trust.
Guest: Bryce Hamilton, Vestus Group
January 21, 2017
An investigation of the 55+ active adult communities in Santa Clara, San Mateo, Monterey, Alameda, Contra Costa, Solano and Sonoma Counties.
Dec 10, 2016
Part 1: "Take Your Property Tax Base Value With You: Understanding Propositions 60-90." Part 2: "Capital Gains Tax: Three Ways to Defer What You Owe."
Nov. 5, 2016
Participants learned successful tips to help them prepare and market their home to receive the highest possible price.
Plus "Market Update and Trends,"
Speaker: Joan Chintz of Anita Gat Group.
October 8, 2016

Including "What Happens When I Die? What Happens if I Live?"
Guest: Sally Bergman, J.D., LL.N., Law Office of Sally Bergman
July 9, 2016
Including "When Care is Needed: Where to Live, Cost & Sources of Funding"
Guest: Sue Gibson, Care Patrol.
June 18th, 2016
Including "Design for Senior Living at Home: Comfortable, Functional & Beautiful"
Guest: Gloria Bernard, Gloria Bernard Design
May 21st, 2016
Plus "How To Make The Right Medicare & Supplement Choices + Social Security Update"
Guest: Joe D’Aura,D’Aura Insurance Agency.
April 16th, 2016
Is there a ‘best season’ to sell? What if you’re not ready? It’s not always clear when to sell your home, especially in today’s market. Learn six outstanding tips to help you decide the best time to sell.
March 19, 2016
"5 Stress-free Steps for Successful Home Sale and Senior Transition," plus "Conflict Resolution for the Challenges of Later Life Transitions"
February 20, 2016
"How to Unlock the Wealth in Your Family Home to Enrich Your Retirement Years"
Guest: Bruce Jaffe, Cardinal Wealth Strategies
January 16, 2016
Learn the resources that are available, when to use them, and how planning makes transition easier.
December 5, 2015
Including "Deferred Sales Trust: Strategic Management of Your Tax Liability"
Guest: Bryce Hamilton, Vestus Group
July 18, 2015
Plus "Get What's Yours: Social Security Benefits"
Guest: Bryan Gluntz, Transamerica Capital 
June 6, 2015
Plus "How To Find Your Ideal Living Community"
Kaye Sharbrough, Senior Seasons
May 16, 2015
Plus "Savor Your Memories & Move Without Losing Your Sanity"
Guest: Helen Ingwersen, T.O.P Move Management
April 10, 2015
Plus "Reverse Mortgages Today"
Guest: Mary Jo LeFaye, Security One Lending
March 7, 2015

Have You Heard About Our Concierge Service?

Learn How We Can Help You Transition To A New Home At No Added Cost

Have Questions? Contact Us

(650) 906-0640
505 Hamilton Ave. Suite 100
Palo Alto CA 94301