January Main Event: 2023 Market Updates with two speakers

Join our event to hear Kristina Kuprina (President, Sequoia Wealth Advisors) talk "The Economy & How to Manage Wealth in 2023". Then, as the real estate market has been quite tumultuous over the past two years, we bring in Brian Schwatka, the creator of the "Stay or Go Homeowner" system, to present his analysis on the 2023 real estate market.
You can visit Brian's educational videos at StayOrGoHomeowner.com
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Speaker Bio & Session Info

Kristina Kuprina’s highest intention is to be of service to her clients, their families and the communities she serves. She founded Sequoia Wealth Advisors to help others achieve Financial Consciousness-awareness and understanding of how financial decisions affect the rest of your life. Thanks to her financial expertise, her passion for service and her knack for clear, direct communication, her client relationships are long and successful. The Economy and how to Manage Wealth in 2023Economic update for 2023 and financial planning considerations designed to help simplify and clarify your financial life. What is the purpose of your investments and investment strategy and how does this connect to the rest of your life purpose and what is truly important. As we enter the new year it is an excellent time to review, reassess and refresh your current strategy and be sure it is well positioned for your life stage and needs.
ATTEND THIS MEETING TO LEARN:
  • Tax optimization
  • Investment considerations based on goals rather then just market direction
  • Connecting your investments and strategy to the rest of your life.
  • Brian Schwatka has been a realtor and transition specialist since 2004. He helps homeowners of all ages and is also a Seniors Real Estate Specialist (SRES) as well as a Certified Senior Advisor (CSA). During his career in real estate, Schwatka has consistently been in the top 5% of all agents in the nation and the top 5% worldwide. He is also the creator of the “Stay or Go Homeowner” system, which has helped hundreds of homeowners decide if they should stay in their homes or make a transition to a new home. Schwatka offers live workshops, online videos and personal consultations in the areas of real estate, financial planning, estate planning, taxes, downsizing and more. His goal is to give his clients clarity, certainty and confidence so they can save time, money and frustration.

  • The real estate market has been quite tumultuous over the past two years. Between an unpredictable stock market, declining consumer confidence, rising inflation and mortgage interest rates and all of the craziness of the world today, it’s no wonder the real estate market has beed affected. In this presentation we will look back at 2021, 2022 and discuss the possibilities of 2023. In addition, we’ll show you the 16 things that affect the real estate market so that you can become a fortune teller at your next gathering. Lastly, senior homeowners need to understand that they really only have TWO options for their future homeownership plans.

  • You will learn:
  • How 2022 was the "Year of Softening" and how 2023 might be the "Year of the Turning Point"
  • Why real estate markets correct and how to predict corrections in the future
  • What are the only two choices that senior homeowners have as we age.
  • Preview the presentation here.

About This Meeting

AAII Silicon Valley Chapter hosts several main meetings and meetups by webcast throughout the year. These meetings are funded by members and attendees who are willing to donate $5 or $10 to attend our main events. Please consider doing that when you register to attend on our Eventbrite Registration System. We also welcome those who attend our Webinars and Meetups for free. Be sure to register on Eventbrite here to receive email notices with the Zoom meeting link, as well as the link to the recording after the event. Currently all our meetings are hosted on Zoom and you can get notices on all our events by checking out our website here, or by following us on Eventbrite and Meetup.