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Register 30 Seats Remaining

Moving Forward!

Presented by Matthew D. Adkins, Howard Hanna, SRES®

2024-06-12 10:00:00 2024-06-12 11:00:00 America/New_York Moving Forward! What is an SRES® and how can they help? For seniors opting to age in place, an SRES® can refer a specialist who can evaluate your home, find problem areas and suggest home modifications. Westlake Porter Public Library - Dover Room

Wednesday, June 12
10:00am - 11:00am

Add to Calendar 2024-06-12 10:00:00 2024-06-12 11:00:00 America/New_York Moving Forward! What is an SRES® and how can they help? For seniors opting to age in place, an SRES® can refer a specialist who can evaluate your home, find problem areas and suggest home modifications. Westlake Porter Public Library - Dover Room

What is an SRES® and how can they help? For seniors opting to age in place, an SRES® can refer a specialist who can evaluate your home, find problem areas and suggest home modifications.

SRES®-Seniors Real Estate Specialist.

The aging-in-place remodeling market is valued at about $25 billion annually, according to the National Association of Home Builders. Having someone to help you navigate appropriate repairs could save you money.

· An SRES® may be able to direct you to community, government and private programs designed to provide additional financial assistance. Many seniors may qualify for programs that can help them save money, but they do not apply because they don’t know the program exists. SRES® designees are trained to save you time and point you in the right direction.

· An SRES® may be able to refer you to a local geriatric care manager, senior groups and agencies within the community that provide in-home assisted living services. · An SRES® can help guide you to a reverse mortgage counselor to discuss the pros and cons of this financial tool.

· An SRES® is trained to be patient with their senior clients. They can refer clients to de-clutter specialists to prepare the home prior to listing. They can also refer to tax specialists who can prepare the estate prior to selling. 

Everyone’s situation is unique and requires a specific plan along with a team of professionals that can provide the best options and information to assist with these life-changing decisions. The goal is to provide a set of informational tools that will educate this audience and navigate today’s changing landscape when it comes to buying, selling, relocating or refinancing residential or investment properties, and to equip them with confidence, and a clear path forward.

Topics Covered: 
Financing Options and Considerations
Exploring Reverse Mortgage Financing solutions
What Can a Reverse Mortgage Accomplish?
How Do Reverse Mortgage Work?
Reverse Mortgage Benefits

Tax Matters:
Declaring a Principal Residence
Understanding Capital Gains Tax
Capital Gains Tax on Sale of Principal Residences
Capital Gains Tax on Sale of Converted Second Homes
Estate Tax Issues
Gift and Generation-Skipping Tax
Taxes on Social Security and Pension Income

Legal Matters:
Power of Attorney
Conservators, Guardians, and Executors
Life Estates and Trusts 
Elder Law Attorney 

Westlake Porter Public Library

Phone: (440) 871-2600
Fax: (440) 871-6969

Hours
Mon, May 13 9:00AM to 9:00PM
Tue, May 14 9:00AM to 9:00PM
Wed, May 15 9:00AM to 9:00PM
Thu, May 16 9:00AM to 9:00PM
Fri, May 17 9:00AM to 6:00PM
Sat, May 18 9:00AM to 6:00PM
Sun, May 19 1:00PM to 5:00PM
Mon, May 13 9:00AM to 9:00PM
Tue, May 14 9:00AM to 9:00PM
Wed, May 15 9:00AM to 9:00PM
Thu, May 16 9:00AM to 9:00PM
Fri, May 17 9:00AM to 6:00PM
Sat, May 18 9:00AM to 6:00PM
Sun, May 19 1:00PM to 5:00PM

About the branch

Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.

Upcoming events

Sun, May 19, 2:00pm - 3:00pm
Storytime Room

Mon, May 20, 9:00am - 9:00pm
This event is full

Mon, May 20, 9:00am - 9:00pm

Mon, May 20, 1:00pm - 2:30pm
Dover Room

Mon, May 20, 1:00pm - 7:00pm
Porter Room

Mon, May 20, 7:00pm - 8:00pm
Dover Room

Tue, May 21, 6:00pm - 8:00pm
Craft Room
This event is full

Thu, May 23, 4:00pm - 5:00pm
Zoom Programming 1

Thu, May 23, 6:30pm - 8:00pm
Technology Training Lab

Fri, May 24, 10:30am - 11:15am
Storytime Room

Fri, May 24, 4:00pm - 4:30pm
Storytime Room

Sat, May 25, 10:30am - 11:00am
Storytime Room

Sat, May 25, 1:00pm - 2:00pm
Porter Room

Mon, May 27, 9:15am - 11:45am

Tue, May 28, 7:00pm - 8:00pm
Porter Room

Wed, May 29, 9:00am - 9:00pm
Registration opens Wednesday, May 22 2024 at 9:00am

Wed, May 29, 7:00pm - 8:00pm
Dover Room

Wed, May 29, 7:00pm - 8:30pm
Porter Room

Sat, Jun 01, 10:30am - 11:00am
Storytime Room

Sat, Jun 01, 1:00pm - 3:00pm
Craft Room

Mon, Jun 03, 9:00am - 9:00pm
Registration opens Saturday, May 25 2024 at 9:00am

Mon, Jun 03, 11:00am - 12:00pm
Storytime Room
Registration opens Monday, May 27 2024 at 9:00am

Tue, Jun 04, 9:30am - 10:00am
Storytime Room

Tue, Jun 04, 10:15am - 10:45am
Storytime Room

Tue, Jun 04, 6:00pm - 8:00pm
Porter Room

Tue, Jun 04, 6:00pm - 8:00pm
Craft Room
Registration opens Tuesday, May 28 2024 at 9:00am

Tue, Jun 04, 6:30pm - 8:00pm
Technology Training Lab

Wed, Jun 05, 1:00pm - 1:30pm
Storytime Room

Wed, Jun 05, 4:30pm - 6:00pm
Storytime Room

Wed, Jun 05, 6:00pm - 8:30pm
Porter Room

Wed, Jun 05, 6:30pm - 8:30pm
Dover Room

Wed, Jun 05, 6:30pm - 8:00pm
Makerspace
Registration opens Wednesday, May 29 2024 at 9:00am

Thu, Jun 06, 10:00am - 11:30am
Technology Training Lab
Registration opens Thursday, May 30 2024 at 9:00am

Thu, Jun 06, 1:00pm - 7:00pm
Porter Room

Thu, Jun 06, 4:00pm - 5:00pm
Zoom Programming 1
Registration opens Thursday, May 30 2024 at 9:00am

Thu, Jun 06, 7:00pm - 8:00pm
Dover Room

Fri, Jun 07, 4:00pm - 4:45pm
Storytime Room
Registration opens Friday, May 31 2024 at 9:00am

Sat, Jun 08, 11:00am - 12:15pm
Storytime Room
Registration opens Saturday, June 1 2024 at 9:00am

Sat, Jun 08, 2:00pm - 4:00pm

Sat, Jun 08, 3:00pm - 4:00pm
Craft Room
Registration opens Saturday, June 1 2024 at 9:00am

Sun, Jun 09, 2:00pm - 3:00pm
Craft Room
Registration opens Sunday, June 2 2024 at 9:00am

Mon, Jun 10, 10:00am - 10:30am
Storytime Room

Mon, Jun 10, 1:00pm - 2:00pm
Friends Pavilion
Registration opens Monday, June 3 2024 at 9:00am

Canceled
Mon, Jun 10, 7:00pm - 8:30pm

Tue, Jun 11, 9:30am - 10:00am
Storytime Room

Tue, Jun 11, 10:15am - 10:45am
Storytime Room

Tue, Jun 11, 2:00pm - 2:30pm
Storytime Room
Registration opens Tuesday, June 4 2024 at 9:00am

Tue, Jun 11, 6:00pm - 7:30pm
Craft Room
Registration opens Tuesday, June 4 2024 at 9:00am

Tue, Jun 11, 6:30pm - 8:00pm
Technology Training Lab

Tue, Jun 11, 7:00pm - 8:30pm
Porter Room,Zoom Programming 2

Wed, Jun 12, 10:00am - 11:00am
Dover Room

Wed, Jun 12, 11:00am - 11:30am
Storytime Room

Wed, Jun 12, 1:00pm - 1:30pm
Storytime Room

Wed, Jun 12, 2:00pm - 2:30pm
Craft Room
Registration opens Wednesday, June 5 2024 at 9:00am

Wed, Jun 12, 4:30pm - 6:00pm
Storytime Room

Wed, Jun 12, 7:00pm - 7:30pm
Storytime Room

Wed, Jun 12, 7:00pm - 8:00pm
Porter Room

Thu, Jun 13, 10:00am - 11:30am
Technology Training Lab
Registration opens Thursday, June 6 2024 at 9:00am

Thu, Jun 13, 11:00am - 12:00pm
Storytime Room
Registration opens Thursday, June 6 2024 at 9:00am

Thu, Jun 13, 4:00pm - 5:00pm
Technology Training Lab
Registration opens Thursday, June 6 2024 at 9:00am

Thu, Jun 13, 6:30pm - 7:15pm
Storytime Room
Registration opens Thursday, June 6 2024 at 9:00am

Thu, Jun 13, 7:00pm - 8:00pm
Conference Room

Fri, Jun 14, 4:00pm - 5:00pm
Storytime Room

Sat, Jun 15, 10:30am - 11:00am
Storytime Room

Sat, Jun 15, 11:00am - 12:00pm
Dover Room

Sat, Jun 15, 1:00pm - 2:30pm
Porter Room
Registration opens Saturday, June 8 2024 at 9:00am

Sat, Jun 15, 2:00pm - 3:00pm
Storytime Room

Sat, Jun 15, 3:00pm - 4:00pm
Craft Room
Registration opens Saturday, June 8 2024 at 9:00am

Sun, Jun 16, 2:00pm - 3:00pm
Storytime Room

Mon, Jun 17, 10:00am - 10:30am
Storytime Room
Registration opens Monday, June 10 2024 at 9:00am

Mon, Jun 17, 1:00pm - 2:00pm
Friends Pavilion
Registration opens Monday, June 10 2024 at 9:00am

Tue, Jun 18, 9:30am - 10:00am
Storytime Room

Tue, Jun 18, 10:15am - 10:45am
Storytime Room

Tue, Jun 18, 2:00pm - 3:30pm
Dover Room
Registration opens Tuesday, June 11 2024 at 9:00am

Tue, Jun 18, 2:00pm - 2:30pm
Storytime Room
Registration opens Tuesday, June 11 2024 at 9:00am

Tue, Jun 18, 6:30pm - 8:00pm
Craft Room