Living Well 55+ Lancaster County | September 2026 Seminar

This month, we’re bringing together three local professionals to talk about retirement, finances, home equity, and one of the biggest questions many people face as they get older: Do I stay in my current home or is it time to make a change? September Topics & Speakers 🏡 Using Home Equity Strategically in Retirement Shelly Burkholder | Guild Mortgage Learn about ways home equity may be used as part of your overall retirement strategy and the options available to homeowners as they plan for the future. 💰 Understanding Fixed Index Annuities: How They Work and Where They May Fit Dean Loux | Imagine Financial Dean will provide an educational look at fixed index annuities, including how they work and some of the reasons they may be considered as part of retirement planning. 🏠 Do I Stay or Do I Go? Chuck Sierk | Estate Solutions Pro For many older adults, deciding whether to remain in their current home or make a move can feel overwhelming. Chuck will discuss some of the practical considerations that can help you evaluate your options and start planning ahead. What to Expect Living Well 55+ is about education, conversation, and connecting you with local resources that can help you make informed decisions. There will also be time for questions. 📅 Saturday, September 26, 2026 🕙 10:00 AM – 12:00 PM 📍 1693 Crown Ave., Lancaster, PA 17601 ✓ Free to attend ✓ Convenient parking ✓ Accessible location Whether you’re planning for yourself or helping a parent or loved one, you’re welcome to join us. Hosted by Janet Sierk, REALTOR® | Seniors Real Estate Specialist® with eXp Realty Planning Ahead • Aging Well • Life Transitions