--- title: On-Demand Webinar  |  Downsizing Made Easy description: Downsizing doesn’t have to be overwhelming—with the right plan, it can be an exciting step toward a simpler, more comfortable lifestyle. image: https://women.xmlfg.com/hubfs/Copy%20of%20XML-Events%20Blog%20Image%20(26).png --- - [ FORM CRS ](https://www.xmlfg.com/form-crs) - [ Operations Notice ](https://www.xmlfg.com/website-operations-notice) [![Cross](https://women.xmlfg.com/hubfs/raw_assets/public/XML_Women_May2025/images/cross.svg) ](https://women.xmlfg.com/blog/on-demand-webinar-downsizing-made-easy#) [![xml-logo-women](https://women.xmlfg.com/hubfs/XML%20Women%20May%202025/xml-logo-women.svg) ](https://women.xmlfg.com) Start typing and press ENTER [* ![Arrow Circle](https://women.xmlfg.com/hubfs/raw_assets/public/XML_Women_May2025/images/arrow-circle.svg) * Back to resources ](https://women.xmlfg.com/blog) [Webinars & Events ](https://women.xmlfg.com/blog/tag/xml-women-category-webinars-events) 04/01/2025 XML Women | Author ### On-Demand Webinar  |  Downsizing Made Easy This webinar explores the pros and cons of downsizing. Whether you’re looking for a smaller, more manageable space or preparing for a big life transition, this webinar will guide you through the process step-by-step. We cover: - The three reasons to downsize. - How to communicate with your friends and family about your decision. - Finding the right new home or city/state for your next chapter. - Strategies to make moving simple and stress-free. - Tips for selling, donating, or passing down cherished items. - Tips on adjusting to a new lifestyle. - Q & A session to answer your downsizing questions. Downsizing doesn’t have to be overwhelming—with the right plan, it can be an exciting step toward a simpler, more comfortable lifestyle. Whether you’re considering a move now or just want to start preparing, this webinar will give you the tools and confidence to make smart decisions.  [Download this handy resource on where to donate items in the Washington D.C., MD, and VA ](https://women.xmlfg.com/hubfs/Donation%20Resources-%203-2025%20(2)%20(1).pdf)[area](https://women.xmlfg.com/hubfs/Donation%20Resources-%203-2025%20(2)%20(1).pdf). For donation resources outside of the DMV area please speak to your wealth advisor.   [Download this Aging-In-Place Checklist](https://women.xmlfg.com/hubfs/Aging%20in%20Place%20(NAHB)%20Checklist.docx.pdf). For more information, or to contact Jan Brito, [please visit her website here](https://capitalseniorsolutions.com/). About Jan Brito, CSHP, CRS: Jan Brito, CEO of Capital Senior Solutions, proudly leads the region’s only team made up of Certified Senior Housing Professionals™ (CSHP) and Certified Senior Downsizing Coaches (CSDC)™ that specialize in guiding older adults through their next big move. Her team has been trained and certified by the Seniors Real Estate Institute to deliver seamless, comprehensive real estate solutions that cater to those considering a later-in-life move.  Jan entered the world of real estate in 2005 after spending 15 years in Information Technology. As a native Washingtonian, who now resides in Montgomery County, Jan is very familiar with the entire Metro area and its real estate market. She holds the elite Certified Senior Housing Professional™ certification and is a Certified Senior Downsizing Coach™. She is also a part of the 3% of Realtors® nationwide who have earned the Certified Residential Specialist (CRS) designation (known as the PhD of Real Estate). Jan is a true advocate for her older clients. She’s always available to answer questions, provide thorough follow-up, and walk through every step of the experience with them. Known for being a highly responsive, experienced negotiator, Jan offers extraordinary service with a heart of gold to every senior she works with. About Shawna Bieda, CFP®: Shawna brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives. While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce. She listens carefully, challenges when appropriate and advises honestly. Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family. You can find her at an ice rink cheering on her son’s hockey team or on a turf field rallying for her daughter’s lacrosse team. Shawna resides in Lake Shore, Maryland and is married to her high school sweetheart. ## You may also like [![](https://women.xmlfg.com/hubfs/Copy%20of%20XML%20Curtis%20Commentary%20Image%20(75).png) ](https://women.xmlfg.com/blog/financial-lessons-from-the-past) ###### March 3, 2026 #### [Financial Lessons from the Past](https://women.xmlfg.com/blog/financial-lessons-from-the-past) [Read more ** ](https://women.xmlfg.com/blog/financial-lessons-from-the-past) [![married couple ](https://women.xmlfg.com/hubfs/Website%20Thumbnail%20Is%20working%20longer%20backup%20plan%20%20(9).png) ](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) ###### February 10, 2026 #### [Blending Money: Financial Tips Every Engaged Couple Should Know](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) [Read more ** ](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) [![](https://women.xmlfg.com/hubfs/In%20the%20News%20-%20Check%20Please!%20Who%20Should%20Pay%20On%20The%20First%20Date%20(1).png) ](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) ###### January 20, 2026 #### [At 61, Is It Smarter to Split or Just Keep the Marriage?](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) [Read more ** ](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) ## Financial Planning, Designed for You. Holistic, personalized advice to help women build the future they deserve. - [Connect With Us ** ](https://women.xmlfg.com/contact-women) ![Footer_Global2](https://women.xmlfg.com/hs-fs/hubfs/XMLW-Site%20Images/Footer_Global2.jpg?width=1440&height=601&name=Footer_Global2.jpg) ##### Company - [About](https://www.xmlfg.com/about) - [Team](https://women.xmlfg.com/team-women) - [Contact Us](https://women.xmlfg.com/contact-women) ##### Who We Serve - [Working Professionals](https://women.xmlfg.com/who-we-serve-women#working-professionals) - [Entrepreneur & Business Owners](https://women.xmlfg.com/who-we-serve-women#entrepreneur-business-owners) - [Family-Focused Planners](https://women.xmlfg.com/who-we-serve-women#family-focused-planners) - [Independent Women](https://women.xmlfg.com/who-we-serve-women#independant-women) - [Legacy Builders](https://women.xmlfg.com/who-we-serve-women#legacy-builders) - [Pre- and Post- Retirees](https://women.xmlfg.com/who-we-serve-women#pre-and-post-retirees) ##### Solutions - [Financial Planning](https://women.xmlfg.com/solutions-women#financial-planning) - [Investment Management](https://women.xmlfg.com/solutions-women#investment-management) - [Retirement Planning](https://women.xmlfg.com/solutions-women#retirement-planning) - [Estate and Philanthropic Planning](https://women.xmlfg.com/solutions-women#estate-philanthropic-planning) - [Insurance and Risk Management](https://women.xmlfg.com/solutions-women#insurance-risk-management) ##### Locations - Alexandria, VA - Bethesda, MD - Breckenridge, CO - Fairfax, VA - Fort Washington, PA - [![facebook](https://women.xmlfg.com/hubfs/Files%20-%20XML%20July%202024/facebook.svg) ](https://www.facebook.com/xmlfgw) - [![IG-1](https://women.xmlfg.com/hubfs/IG-1.svg) ](https://www.instagram.com/xml_women/) - [![linkedin](https://women.xmlfg.com/hubfs/Files%20-%20XML%20July%202024/linkedin.svg) ](https://www.linkedin.com/company/xml-women-wealth-wellness/) - [![Youtube](https://women.xmlfg.com/hs-fs/hubfs/Untitled%20design%20(85).png?width=37&height=37&name=Untitled%20design%20(85).png) ](https://www.youtube.com/@XMLFinancialGroup) Investment advisory services offered through XML Financial Group. Refer to important [disclosures.](https://www.xmlfg.com/disclosures) Securities offered through the affiliated broker-dealer XML Securities, LLC, member [FINRA](https://www.figma.com/exit?url=https%3A%2F%2Fbrokercheck.finra.org%2Ffirm%2Fsummary%2F145589) / [SIPC](https://www.sipc.org/). Refer to important [disclosures](https://www.xmlfg.com/brokerage-services). Check the background of firms and professionals at [IAPD](https://adviserinfo.sec.gov/) and FINRA’s [BrokerCheck](https://brokercheck.finra.org/). Refer to [Terms of Use](https://www.figma.com/exit?url=https%3A%2F%2F8011892.hs-sites.com%2Fwebsite-terms-of-use%3FhsLang%3Den%26__hstc%3D185296054.0c3aed28046799e067a126b57dbfefa4.1725906961640.1745583105949.1745852986254.100%26__hssc%3D185296054.2.1745852986254%26__hsfp%3D481258620) for important information and notices before proceeding on this site. ![footer-logo](https://women.xmlfg.com/hubfs/XML%20Women%20May%202025/footer-logo.svg) © 2025. All Rights Reserved. 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