Smart Senior Living: Planning with Confidence for the Next Chapter
By Rachel Quittner & Nancy Newquist Nolan, Your SB Real Estate Team
As Senior Real Estate Specialists serving the Santa Barbara community, we see firsthand how deeply connected real estate decisions are to financial planning. Downsizing, relocating, aging in place, or helping a parent transition into a new home are not just housing choices—they are life decisions that impact long-term security, family harmony, and legacy.
That’s why we are proud to host our Smart Senior Living Seminar on March 3 at 10:00 a.m.—an educational event designed specifically for Santa Barbara seniors and their adult children who want to plan proactively and confidently for the years ahead.
This seminar brings together trusted financial professionals who share practical strategies for protecting assets, planning for care, and building multigenerational stability.
A Holistic Approach to Wealth & Legacy
Featuring Liz Saghi of Avalan LLC
We are honored to welcome Liz Saghi of Avalan LLC.
Avalan LLC is a comprehensive wealth management firm based in Santa Barbara with additional offices in Thousand Oaks and Solvang. The firm works closely with clients and utilizes a consultative approach to financial, business, investment, and personal planning needs. Their goal is to enter into long-term, mutually beneficial relationships—developed not only to be lifelong, but multigenerational as well.
As real estate professionals specializing in seniors, we appreciate this philosophy deeply. Many of the families we serve are not simply making a move—they are restructuring their financial lives in a way that affects children and grandchildren. Liz shares insight on proactive planning, navigating financial complexity, and structuring wealth so it supports both lifestyle needs and long-term legacy goals.
Protecting Assets & Planning for Care
Featuring Kady Cupp of New York Life Insurance Company
We are also pleased to feature Kady Cupp, Agent & Financial Professional with New York Life Insurance Company.
One of the most important—and often overlooked—elements of retirement planning is long-term care. Kady explains how a well-structured long-term care plan can help preserve assets and potentially save $180,000 or more when care is needed at home.
She also discusses how integrating cash value life insurance into retirement planning creates flexibility and liquidity, allowing retirees to access funds when unexpected needs arise. Her strategies focus on tax-deferred growth and helping individuals and couples minimize the risk of outliving their assets.
For many of our clients, understanding these tools brings clarity before making important housing decisions—whether that means selling a long-time family home, downsizing, or preparing for future care needs.
Why This Matters in Senior Real Estate
We believe smart senior living goes beyond finding the right property. It means ensuring that:
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Housing decisions align with long-term care planning
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Assets are protected thoughtfully
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Retirement income is structured efficiently
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Families are aligned in multigenerational conversations
When financial planning and real estate strategy work together, families move forward with confidence instead of uncertainty.
Join Us on March 3
We warmly invite Santa Barbara seniors and their adult children to join us:
📅 March 3rd
⏰ 10:00 a.m.
📍 Grace Fisher's Clubhouse, located in La Cumbre Plaza (catty-corner from Williams-Sonoma)
This seminar provides a supportive environment to ask questions, gain practical insights, and begin important conversations about retirement, care planning, and legacy preservation.
Because smart senior living isn’t just about where you live—it’s about how confidently you step into your next chapter.
RSVP: www.yoursbteam.com/events or call Rachel (805) 637-8932
If you can't make our Seminar, it will be posted on our YouTube Channel: @YourSBTeam
Warmly,
Rachel Quittner & Nancy Newquist Nolan
Your SB Real Estate Team | Keller Williams LUXURY Santa Barbara
