New Report: 7 out of 10 Adults Have Difficulty Talking to Their Parents About Money and Life

Frustrated or don't know where to start THAT conversation with your parents?

Sign up for this Free Seminar and receive this valuable FREE report to learn important steps to start the discussion with your parents.

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In 2010:

  • More than one-third of the U.S. population reached age 50.
  • 17 million baby boomers (20 percent) were age 60 or older.
  • Generation X moved into middle age and began knocking on the door of age 50.
  • Boomers aren’t moving – if they do they lease more often
  • 2018 REALTOR Expo -2018 Housing market forecast
    • Millennials leaving the nest & the state “getting a life”
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Monthly Lifestyles & Options Seminar 

Free one-hour informational seminar 

Seating is limited, reserve your space today! 


Next Free Seminar: 

January 16, 10 am

Location TBD San Jose, CA

If you cannot attend this date but wish to receive future seminar dates, email Vito@SRESConcierge.com


2018 Schedule:

Jan 16

Feb 20

Mar 20

April 17

May 15

Jun 19th

Jul 17

Aug 21

Sep 18

Oct 16

Nov 20

Dec 18

Others will be added if necessary. 


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You must Register to attend

Due to the limited seating, no one will be admitted without previous registration. Options Seminar Includes: 

• Knowing You 

• Being Prepared 

• Age in Place, Independent Living, and Other Options 

• Is It Time to Make a Transition? 

• Financing Options 

• Tax Matters 

• Props 60, 90 and many others

• Capital Gains 

• Legal Matters 

• Life Estates and Trusts 

• Building a checklist and finding dependable professionals.


All who attend will receive a free Continuum Plan Checklist!

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Make a Planning Continuum

When you have a plan, you’re ready and you can rest easy Just like have an emergency plan for earthquakes, fires etc. you need a thoughtful, integrated plan that takes care of every contingency.


 “My husband & I have been working w/ Vito for 10+ yrs & wouldn't trust anyone else to handle the selling/buying of my family's house (3 transactions to date). He's extremely professional, honest & genuine. Not only does he go above & beyond, but he takes the stress out of the Silicon Valley real estate craziness.” —Claudia and Ben

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We partner with, elder care, financial, legal, insurance, trust professionals to ensure we answer every question and help you put together a cohesive plan. 

• Financial assistance, home loans, planning 

• Trust, wills and real estate lawyers 

• Elder Care, 

• Local, state, and federal assistance programs 

• Licensed contractors from every trade 

Check List of Dependable Professionals. Trusted, Vetted Services in these categories: 

• Personal 

• Property 

• Legal and Financial

Monthly Lifestyles & Options Seminar 

Free one-hour informational seminar 

Seating is limited, reserve your space today! 

Sign up today and Receive this informative report free:

New Report: 7 out of 10 Adults Have Difficulty Talking to Their Parents About Money and Life


Disclaimer- We do not furnish other professional services with your information, we do not sell nor do we refer you to other professional services for money. The intent of this free seminar is to share our experiences and knowledge with you so that you can learn from our knowledge, avoid mistakes others as well as ourselves have made, or answer questions you may have about other services. We also expect you to help share your experiences so that we may learn from you. We do not offer legal, accounting, Investment. Insurance, tax, or other professional advice outside real estate sales. We do not offer investment opportunities or timeshares. Our hope is that you appreciate and have learned enough here that you think of us when it does come time to buy or sell your home.

408-705-6817

Sign up now

And Receive this valuable free report!

We will never share your information with anyone