Safe Downsizing In An Age Of Risk

Session 1 — Safe Downsizing in an Age of Risk. February 5, 11am Eastern. Understanding what’s truly at risk — and why sequence matters more than trust This session resets assumptions. We’ll cover: Why downsizing is one of the highest-stakes life transitions seniors face The 7 real risk categories: financial, legal, physical, emotional, time, scams, and supplier competence Why seniors are targeted — and why stress, urgency, and confusion matter more than bad actors The dangerous myths around “regulated professionals” and senior designations Why starting with a real estate agent often increases risk The single biggest protection most families miss: correct sequence You’ll leave with a clear mental model of how downsizing goes wrong — and how it goes right.