--- title: Navigating Retirement, Downsizing, and Financial Planning in Real Estate description: Join us for drinks and hors d'oeuvres at our upcoming event where we will discuss all things retirement, downsizing, and financial planning. Whether you’re close to retirement or just starting to think about it, this event is for you. image: https://info.wealthstonegroup.com/hubfs/Wealthstone-RealEstate-Event.jpg --- - Client Portal [![Gold-Logo-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/?hsLang=en) [![Wealthstone-logo-gold](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://info.wealthstonegroup.com/?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) ## Navigating Retirement, Downsizing, and Financial Planning in Real Estate Event Learn how to smoothly transition into retirement, downsize your home, and effectively plan your finances at our upcoming event. **When:** Tuesday, June 25, 2024, 6:00pm - 7:30pm **Where:** Arno Ristorante 141 W 38th St New York, NY 10018   Join us for drinks and hors d'oeuvres at our upcoming event where we will discuss all things retirement, downsizing, and financial planning. Whether you’re close to retirement or just starting to think about it, this event is for you. Our expert speakers, Paulo Aguilar, Louis Tucci, Heather Cooper and Joey Antar, will cover topics like managing your finances, downsizing tips, and navigating the retirement process. Don’t miss out on this valuable opportunity to learn and ask questions.   ### Presenters: ![Paulo-Headshot](https://info.wealthstonegroup.com/hs-fs/hubfs/Paulo-Headshot.jpg?width=1042&height=1042&name=Paulo-Headshot.jpg) Paulo Aguilar, CAIA Partner | Senior Investment Advisor ![Gold-Logo-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png) ![Lou-Headshot](https://info.wealthstonegroup.com/hs-fs/hubfs/Lou-Headshot.jpg?width=1042&height=1042&name=Lou-Headshot.jpg) Louis Tucci Partner | Senior Investment Advisor ![Gold-Logo-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png) ![Heather M Cooper](https://info.wealthstonegroup.com/hs-fs/hubfs/Heather%20M%20Cooper.jpeg?width=4000&height=4000&name=Heather%20M%20Cooper.jpeg) Heather M. Cooper Licensed Associate Broker ![Compass_Logo_H_B](https://info.wealthstonegroup.com/hs-fs/hubfs/Compass_Logo_H_B.png?width=1728&height=233&name=Compass_Logo_H_B.png) ![Joey Antar2](https://info.wealthstonegroup.com/hs-fs/hubfs/Joey%20Antar2.jpg?width=1188&height=1223&name=Joey%20Antar2.jpg) Joey Antar ![Citizens_TM_Horz_CMYK](https://info.wealthstonegroup.com/hs-fs/hubfs/Citizens_TM_Horz_CMYK.jpg?width=880&height=143&name=Citizens_TM_Horz_CMYK.jpg) *Accredited Investors: Either alone or with a spouse, has a net worth exceeding $1,000,000; or an individual whose net income before taxes exceeds $200,000, or $300,000 when combined with that of a spouse.* ![Wealthstone-Logo-GoldWhite-2-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. [Real Estate](https://www.wealthstonegroup.com/real-estate?hsLang=en) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges?hsLang=en) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges?hsLang=en) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges?hsLang=en) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts?hsLang=en) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones?hsLang=en) - [Private Real Estate](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments?hsLang=en) [Wealth Management](https://www.wealthstonegroup.com/services?hsLang=en) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management?hsLang=en) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments?hsLang=en) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income?hsLang=en) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation?hsLang=en) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation?hsLang=en) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops?hsLang=en) Resources - [Insights](https://blog.wealthstonegroup.com/insights?hsLang=en) - [Commentary](https://blog.wealthstonegroup.com/commentary?hsLang=en) - [Library](https://www.wealthstonegroup.com/library?hsLang=en) - [Events](https://blog.wealthstonegroup.com/events?hsLang=en) - [Videos](https://www.wealthstonegroup.com/videos?hsLang=en) Company - [About](https://info.wealthstonegroup.com/about?hsLang=en) - [Contact](https://www.wealthstonegroup.com/contact?hsLang=en) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership. Check the background of this firm/advisor on [FINRA’s BrokerCheck](https://d5fymz04.na1.hs-sales-engage.com/Ctc/5H+23284/d5fYmz04/JkM2-6qcW6N1vHY6lZ3mYN4pK6WlBkpFCW7v0sYg2_wv5_W7ZC5_p9lMpV9N2mLYb3b1Kt3W19_SZt6-rMHvW8_x-wq4sYh1TW4XJbzr2-1sSdVL3HsH3txppfW1K-Z1Q56Lnk2W3s3crW4kSJHHW6241wl4TBfLgW4z17F_4Rzl4pVgZ43M7sNPmVN4mVB-08Rc3zW828Gqx6r8n-YW21lDn24045sWW3wDlGS3pQbHvW1p_B9Z2DSvXwW5mgq3g7XcLCGW6KxHb21y0S0CW39tHnF3KF-sqW72ntxK15y1kXf3wyRhz04). Copyright © 2026 Wealthstone Group. [Privacy Policy](https://www.wealthstonegroup.com/privacy-policy?hsLang=en) | [Terms of Service](https://www.wealthstonegroup.com/terms-of-service?hsLang=en) Please click on the buttons below to view your client portal. [Right Capital – Financial Planning](https://app.rightcapital.com/account/login)[Black Diamond – Portfolio Management Reporting](https://login.bdreporting.com/Auth/SignIn)