NAPO St. Louis March Program
Strategically Planning Senior Living
Many clients of Professional Organizers are seniors, or people making an effort to downsize their material footprint. Oftentimes that is in conjunction with ending a chapter of homeownership and creating a new chapter, whether that be purchasing a smaller home or moving to a facility that provides the appropriate care. We want to embolden NAPO Members to engage in helpful conversations around this topic while also providing the confidence to refer their clients to professionals that can bring client goals to reality.
Nathan Pfitzer of Pfitzer Realty Group will share insights for planning the downsizing and selling of the long-time family home. Jeff Balleau of Transitions for Senior Living will discuss ways his team help seniors identify where their next move should be based on their individual needs.
Learning Objectives:
1. Understand how to streamline the downsizing process.
2. Key actions & steps to take to maximize the profitability of the home sale.
3. Learn more about the abundant senior living options available in the St. Louis Metro Area.
Our Presenters
Nathan Pfitzer of Pfitzer Realty Group at Keller Williams STL has been a licensed Realtor since 2007 and full time since 2015. Natha's team sells on average between 50-60 homes per year, which consistently rants in the top 2.5% of STL based Realtors. Nathan is accredited SRES (Senior Real Estate Specialist) and has been creating a niche within the senior community since 2022.
Jeff Balleau, founder of and Senior Care Advisor at Transitions for Senior Living, has been helping seniors since 2012. Jeff and his wife, Sharon, co-founded Transitions for Senior Living after a frustration experience getting transparent, honest information for his own aging father. As an independent family-owned business, there are no franchise limitations on how they choose to help families. Jeff loves working with client families, helping them understand the best community fit for their loved one. Jeffis a member of the National Placement and Referral Alliance and has trained as a dementia practitioner.
Together, Nathan and Jeff have been engaging with the community by hosting seminars titles, Strategically Planning Senior Living. Their next seminar is scheduled for Thursday, April 16th at the Cliff Cave Library in Oakville.
Meeting Format
9:15am Optional: Socializing/Networking
9:30am Welcome/Introductions
9:45am Business Partner Spotlight
10:00am Featured Program
11:00am Business Tips & Tricks
11:30am Announcements
11:45am Adjourn/Optional: Q&A for New Organizers
