Workbook: Relocating in Retirement

If you’re reading this, then you’re either already planning to relocate, or you’re close to making a decision. We understand that while starting this new phase of your life can be exciting, planning for it can be incredibly overwhelming. We’ve put together this workbook to help you with your planning to ensure this transition is as seamless as can be. It was written initially for those planning their move in retirement, but is a great resource for anyone planning a move.

If at anytime throughout this process, you have any questions or would like recommendations for other books or resources, please don’t hesitate to give our team a call at (925) 938-2023.


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