As we age, the idea of simplifying our living spaces becomes more appealing, offering the promise of reduced maintenance, lower expenses, and a home that better suits our current needs. In fact, a 2022 study found that 51% of Americans aged 50 and over chose to downsize after retirement. Whether prompted by the desire to simplify, financial considerations, or health-related factors, downsizing can be a transformative process. It can also be exciting and challenging.
Join us for a discussion with a panel of speakers who will share their downsizing perspectives. The panel includes Stephanie Burris, Executive Director at Cesta Senior Living; George and Donna Beestman, current residents at Oakwood-University Woods who recently downsized and Karen Holden, a UWRA member of the Financial Matters Committee who recently sold her home and will discuss tax implications.
This seminar will be recorded and posted on the UWRA website.
If you have preliminary questions for the speakers, please email them in advance to program coordinators Rick Daluge at rhdaluge@wisc.edu and Judith Taylor Judithtaylor@charter.net by Thursday, March 6.
Parking:
Click here for a printable map of Oakwood Community Grounds for Parking and Room location.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Monday, March 10
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
