Free Monthly Seminars
Stay Informed With Tips And Strategies For Boomers and Seniors Brought To You By Anita Gat Group – Senior Transitions Experts
Anita’s seminars are priceless. Do not miss the great opportunity to learn from her experience and wisdom.
Galya B
San Mateo, CA
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
Tuesday:4:00-5:30 p.m.
Frequently Asked Questions
Have Questions About Our Seminars? Find More Details Here.
Our seminars are free.
Absolutely, but your friend MUST RSVP to reserve his or her own spot. Please direct them to anitagat.com/seminars 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 [email protected].
Past Seminars
We've covered everything from decluttering and downsizing to capital gains taxes and reverse mortgages.
7 Costly Mistakes to Avoid When Selling Your Home
Understand why dual agency is risky, how to price your home right, and what to disclose to prospective buyers.
June 13, 2017
June 13, 2017
How to Understand Disclosures & Inspections
Understand the long list of disclosures and reports you must make available to buyers when selling your home.
Guest: Chris Shupp, Holmes & Watson Real Estate Inspections, LLC.
March 11, 2017
Guest: Chris Shupp, Holmes & Watson Real Estate Inspections, LLC.
March 11, 2017
STOP Downsizing Overwhelm in Its Tracks
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
February 11, 2017
Afraid to Sell Your Home Because of Capital Gains Taxes?
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
Guest: Bryce Hamilton, Vestus Group
January 21, 2017
Bay Area Housing Choices for Active Adults
An investigation of the 55+ active adult communities in Santa Clara, San Mateo, Monterey, Alameda, Contra Costa, Solano and Sonoma Counties.
Dec 10, 2016
Dec 10, 2016
Property Taxes & Capital Gains Taxes
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
Nov. 5, 2016
How to Prepare, Market & Sell Your Home
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
Plus "Market Update and Trends,"
Speaker: Joan Chintz of Anita Gat Group.
October 8, 2016
Advance Planning: Preparing a Successful Transition
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
Guest: Sally Bergman, J.D., LL.N., Law Office of Sally Bergman
July 9, 2016
Resources to Help You Downsize, Stress-Free
Including "When Care is Needed: Where to Live, Cost & Sources of Funding"
Guest: Sue Gibson, Care Patrol.
June 18th, 2016
Guest: Sue Gibson, Care Patrol.
June 18th, 2016
Bay Area Housing Choices for Active Adults
Including "Design for Senior Living at Home: Comfortable, Functional & Beautiful"
Guest: Gloria Bernard, Gloria Bernard Design
May 21st, 2016
Guest: Gloria Bernard, Gloria Bernard Design
May 21st, 2016
7 Costly Mistakes To Avoid When Selling Your Home
Plus "How To Make The Right Medicare & Supplement Choices + Social Security Update"
Guest: Joe D’Aura,D’Aura Insurance Agency.
April 16th, 2016
Guest: Joe D’Aura,D’Aura Insurance Agency.
April 16th, 2016
Strategic Management of your Home Sale and Tax Liability
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
March 19, 2016
To Move Or Not To Move
"5 Stress-free Steps for Successful Home Sale and Senior Transition," plus "Conflict Resolution for the Challenges of Later Life Transitions"
5 Retirement Planning Scenarios
"How to Unlock the Wealth in Your Family Home to Enrich Your Retirement Years"
Guest: Bruce Jaffe, Cardinal Wealth Strategies
January 16, 2016
Guest: Bruce Jaffe, Cardinal Wealth Strategies
January 16, 2016
Lifestyle Changes & Senior Transitions: 5 Steps to Stress-Free Relocation
Learn the resources that are available, when to use them, and how planning makes transition easier.
December 5, 2015
December 5, 2015
A Way Out: Deferring Capital Gains Tax on Sale of your Primary Home
Including "Deferred Sales Trust: Strategic Management of Your Tax Liability"
Guest: Bryce Hamilton, Vestus Group
July 18, 2015
Guest: Bryce Hamilton, Vestus Group
July 18, 2015
Boomer Strategies: 7 Costly Mistakes to Avoid
Plus "Get What's Yours: Social Security Benefits"
Guest: Bryan Gluntz, Transamerica Capital
June 6, 2015
Guest: Bryan Gluntz, Transamerica Capital
June 6, 2015
Top 3 Things You Need to Know when Buying & Selling
Plus "How To Find Your Ideal Living Community"
Kaye Sharbrough, Senior Seasons
May 16, 2015
Kaye Sharbrough, Senior Seasons
May 16, 2015
Breaking Free: How to Rightsize Your Home & Your Stuff
Plus "Savor Your Memories & Move Without Losing Your Sanity"
Guest: Helen Ingwersen, T.O.P Move Management
Guest: Helen Ingwersen, T.O.P Move Management
April 10, 2015
How Boomers Can Save Property Tax Dollars Using Props. 60 & 90
Plus "Reverse Mortgages Today"
Guest: Mary Jo LeFaye, Security One Lending
March 7, 2015
Guest: Mary Jo LeFaye, Security One Lending
March 7, 2015
