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Senior Specialist

Have you RSVP’d yet?

Last week we extended an invitation to you to come celebrate the start of summer with the CMFTO team on Tuesday, June 16th. We’d love to have you join us for cocktails and small bites from 4-7pm at Michigan Shores Club. To RSVP, please click here or reply to this email by June 12th. We look forward to seeing you there!

Senior Specialist

Did you see it? CMFTO recently advertised in a Senior segment of Crain’s Chicago Business. We applaud Crain’s for their decision to dedicate an entire section to focus on Seniors and the issues they face.

The segment, entitled “Decisions: How to help aging loved ones make the best healthcare, financial and living choices,” was published on March 30, 2015. We were proud to be a part of such an important issue.

Now that the baby boomers are beginning to receive their Senior status, it’s important to include them in the discussion and planning for this next chapter of their lives. That often includes moving and downsizing, or rightsizing.

Here at CMFTO we work closely with our clients to find the best solution to meet their needs in a thoughtful and confidential manner. When a lot of decisions need to be made, we step in to make it all easier. As Milton and Iona Levenfeld, the lovely couple featured in our Crain’s ad, have said, “We could not have made our move without CMFTO!”

All my best,


A quick reminder: Did you remember to RSVP for the June 16th party?

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