The Next Level

Estate Planning

Join us for a practical and approachable look at estate planning!

Presented by Attorney Eva Adams and Certified Financial Planner? Tiffany Czajka

Tiffany Czajka will share how everyday financial planning – from budgeting and managing debt to identifying assets- lays the foundation for a strong estate plan.

Then, Eva Adams, lead staff attorney with CDEL’s Housing Preservation Project, will cover the essentials of estate planning including:

• Why estate planning matters at every income level
• Key documents such as wills, powers of attorney, advance directives, and Transfer on Death Instruments (TODI’s)
• The roles & responsibilities of Executors and Trustees
• Simple strategies to avoid probate and protect your family from court delays and legal fees

Are You Ready To Be a Landlord? Pt1

Thinking about investing in property or owning a multi-unit building? This two-part workshop series will help you understand what it really takes to become a successful – and prepared – landlord

Part One – Building the Foundation
Led by: Desiree Rideaux

Gain an overview of the landlord journey. Learn the basics of property ownership, what lenders look for, and key steps in financing a 2-4 unit building.

Are You Ready To Be a Landlord? Pt2

Thinking about investing in property or owning a multi-unit building? This two-part workshop series will help you understand what it really takes to become a successful – and prepared – landlord.

Part Two – Running Your Rental Like a Business
Presented by: Erica Myles

This session dives into the day-to-day responsibilities of being a landlord. Explore essential legal requirements, tenant management strategies, and best practices to protect your investment.