Rightsizing Event | Elite Homes Team

Event Details

📅 Wednesday, May 14, 2025
🕙 10:00 AM – 12:00 PM
📍 Northlake Unitarian Universalist Church, Kirkland 308 4th Ave S, Kirkland, WA 98033

RSVP Here By May 13th

Are you evaluating future living options, preparing to downsize, or exploring aging-in-place strategies, simplifying your space, or planning for the future?

Join Karen as she brings a human-centered, collaborative, and consultative approach to what can often feel overwhelming. You’ll leave with practical tools, trusted resources, and valuable contacts from a panel of professionals.

Hosted by the American Association of University Women.

Meet the Speakers

A Broad Spectrum of Caregiving and Home Health Options

Pam Swanborn
Administrator, Kline Galland
Estate Sales Expertise

Christine & Steve McKanna
Sound Estate Company
Lending Options for Your Next Chapters

Josh Donion
Branch Manager, American Financial Network
Post-Retirement Planning Strategies

Albert Israel
Associate Vice President, Financial Advisor, Ameriprise Financial Services
Managing Inside the Home

Robin Fawcett
Professional Organizer/ Home Redesigner/ Move Manager

Considering a move, simplifying your space, or exploring how to age in place with greater ease?

Join Karen Balkin, Senior Real Estate Specialist with 18 years of experience and a track record of top-market results, for an insightful presentation designed to help you navigate your next chapter with clarity and confidence.

This session goes beyond real estate. It’s about making informed, values-driven decisions during times of change—whether you're:

• Evaluating future living options
• Preparing your home for sale
• Simply ready to reduce life's complexity and "stuff"

A kitchen with a large island in the middle, stools, and a stove

Karen's trusted network of experts in Downsizing, Aging in Place, Caregiving, Financial Planning, Organizing & Decluttering, Estate Sales, and Lending brings a multidisciplinary perspective to questions such as:

• How do I thoughtfully manage a lifetime of accumulated belongings?
• What if my partner and I have differing visions or timelines?
• How do I balance and manage financial questions, health considerations, caregiving, family input, and personal goals?

You’ll gain:

• A strategic framework for making thoughtful decisions
• Curated checklists and planning tools
• Guidance on managing emotional, relational, and logistical complexities
• A vantage point to avoid common missteps, assumptions, and overlooked pitfalls

Contact Details

ELITE HOMES TEAM

Phone

(425) 518-2981

[email protected]

Address

3933 Lake Washington Blvd. NE Ste 100 Kirkland, 98033 WA

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Downsizing & Rightsizing with Intention

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