Presented by Alex Oliver, CFP, CRPS, Investment Advisor, First National Corporation

Recorded 3/10/2021

The COVID-19 pandemic led to a red-hot suburban and rural real estate market, as city dwellers looked to flee pavement for outdoor privacy. With the work from home movement here to stay, many are evaluating whether to move their primary residence to a less expensive area. Coinciding with this were the vacation property purchasers who needed to deploy their unspent travel budgets.

In this webinar, we will take a look at how personal real estate can be used in your financial plan. While many may stay within their children’s school districts for the time being, there may be some ways to use their home equity as a retirement asset once their children go off to college. Others will need to evaluate just how much they might use a second property versus using AirBnb to flexibly travel.

By seeing the long-term effects in this webinar, we hope to spark an active discussion within your family that will help to achieve your financial goals.