RETIREMENTS NEXT STEPS
Jill Templeton-Haislip with DeGeorge Partners Russ Lyon Sotheby’s International Realty, a prominent name in the real estate industry, is delighted to announce the second year
of the monthly workshop series, 'Retirements Next Steps.' This educational initiative is designed to provide valuable resources for individuals entering or already in retirement, coupled with essential real estate market updates and insightful tips on buying and selling properties.
About the Workshop:
The 'Retirements Next Steps' workshop series will feature industry experts each month, delivering essential information to empower attendees in their retirement journey.
Meet the Experts:
Jill Templeton-Haislip, a designated Seniors Real Estate Specialist with over 10 years of experience in the Senior Living Industry, will share her insights on assisting individuals with decisions related to downsizing, upsizing into multigenerational living, senior living options and embracing the full richness of retirement by incorporating the joy of a second home.
Karen DeGeorge, Principal at DeGeorge Partners and a seasoned Realtor with 23 years of experience, brings extensive industry insights and expertise. Renowned as a top-performing Realtor in Fountain Hills, Karen holds certifications as an Accredited Buyer Representative, Short Sale and Relocation Resource, and is recognized as a Luxury Home Marketing
Specialist.
Don't Miss Out:
Attendees are encouraged to RSVP for these valuable workshops. Be part of an engaging and informative series that will equip you with the knowledge and resources needed for a fulfilling retirement.
The event will take place at the DeGeorge Partners office, located at 16872 E Avenue of the Fountains Suite 103, Fountain Hills, AZ, from 4 – 5 pm.
Please RSVP to Jill.templeton-haislip@russlyon.com or by calling 303-204-4432. Light refreshments will be served.
Schedule of Upcoming 2026 Workshops:
February 26th - David Dion - Whole Home Inspections - Understand what is covered in a Home Inspection and what the different types of inspections are. Why do you need one and when to get them.
March 26th - Betty Pecha - A&M Futures - You've worked hard to build your life and now it's time to protect it. Retirement Your Way - explore simple financial choices that can make a big difference to helping you preserve your savings, reduce taxes, and plan with confidence and peace of mind.
April 30th - Shawn White - Sternfels & White PLLC - What you should know about real estate law and elder law to make you better prepared in retirement.
May 28th - Stay Tuned
June 25th - Dan Rogers- Electronic Caregiver - Innovations in Care Giving - Using ECG technology to provide benefits for patients, adult living communities and providers with an additional layer of care and monitoring. While allowing patients more independence and cost savings.
July 30th - Renae Bohall- Rochan - Valley of the Sun Health Solutions - Questions about health insurance? How do you know which plan is the best, what additional coverage should you get, when can you sign up? Get all those health insurance questions answered and more! Medicare too!
August 27th - David Haislip - Construction Services of Phoenix and Arizona Sewer & Septic - Want to live in your forever home, forever but find that certain parts of your home aren't aging with you? Look at different options to age in place with a remodel and updates.
September 24th - Sheila Long - Old Republic Exchange - 1031 Exchanges - what you need to know and what you need to do in order to take advantage of 1031's in real estate.
October 22nd - Richelle Hopkins - Mutual of Omaha - Reverse Mortgages and Home Equity Conversion Mortgages - understand what these retirement options are and if they could be a good fit for you.
November 19th - Ariana Aiello - Sunflower Bank - Traditional Mortgages - Look at the different options in the mortgage world and compare what the best options could be for you.
December 17th - Jill Templeton-Haislip - DeGeorge Partners Russ Lyon Sotheby's International Realty - Rightsizing - what does that mean for you?
RSVP - Jill.Templeton-Haislip@russlyon.com or 303-204-4432
Be sure to check out My YouTube Channel for Retirements Next Steps Podcast, featuring each of our industry experts
Testimonials -
I attended several of the Retirements Next Steps Workshops sponsored by Russ Lyon Sotheby's International Realty. I found them all informative and well presented. I found the estate planning session particularly helpful and as a result I updated my estate documents and made long term care arrangements. I would encourage anyone to attend; you never know what you may learn that you will find useful in the future. - Lisa R. Fountain Hills Resident
