ReImagine Real Estate
A Sneak Peek at the 2025 Legacy Conference Schedule
The exclusive SREI Legacy Conference returns October 28–30, 2025, at The National Iconic Autograph Hotel in downtown Oklahoma City.
This year’s theme—ReImagine Real Estate—is about equipping residential real estate sales professionals to better serve those transacting real estate in the mature market space.
Here’s your insider look at what’s on the agenda so far!
Monday, October 27 | 5:00–6:30 PM | Pre-Conference Welcome
Start your Legacy Conference experience early with a warm welcome at The National. Pick up your badge and workbook, meet the SREI leadership team, and connect with SREI Membership Council members on hand to greet first-time attendees and make introductions.
It’s the perfect opportunity to put faces to the names you’ve seen online, snap a few photos at our selfie stations, and enjoy relaxed conversation in the gathering spaces. Grab a cocktail or mocktail from the Great Hall, then head to dinner at one of the many nearby restaurants.
Tuesday, October 28
ReImagine Real Estate – The Future of Serving the Mature Market
Opening Session | Presenter: Dr. Nikki Buckelew, SREI Co-Founder & CEO
The role of the real estate professional is evolving—especially when it comes to serving mature homeowners. In this opening session, Dr. Nikki Buckelew will set the stage by unpacking demographic shifts, housing trends, and cultural changes shaping late-life moves today. You’ll leave with fresh perspectives and the confidence to embrace the future of real estate with clarity and purpose.
ReImagine Late-Life Moves – The Wisdom of Experience
Consumer Panel | Moderator: Dr. Nikki Buckelew
Need to know what downsizing feels like from the client’s perspective? Hear directly from older adults who’ve navigated the process. Their unfiltered stories highlight the challenges, emotions, and wins—giving you rare insight into what truly matters when guiding clients through these transitions.
ReImagine Added Value – Why Being Different is Your Greatest Advantage
Presenter: Dr. Nikki Buckelew, SREI Co-Founder & CEO
Mature homeowners and their families need more than an agent who can list a house; they need a trusted guide who can help them navigate one of life’s most complex transitions.
Dr. Nikki Buckelew will walk attendees through what this looks like when it’s being done well—and when it’s not. Using real-life relocation scenarios, she’ll demonstrate the key roles specialized agents play in coordinating resources, solving problems, and easing burdens. You’ll discover why expertise, insight, and systems beyond the transaction aren’t just advantages—they’re necessities.
ReImagine the Connection – Agents and Communities Working Together
Panelists: Julie Davis, Concordia Life Plan Community & Mike Brindley, Solutions Advisors
Too often, partnerships between agents and senior living communities fall flat—not because of competition, but because both sides are speaking different languages. Many agents don’t know how to position themselves as collaborators, and senior living sales teams often view realtors as “typical” agents. This panel explores how to break out of the “realtor box” and demonstrate the unique value CSHPs bring.
From Intimidating to Indispensable – ReImagine Attorneys & Trust Companies
Panelists: Kristan El-Khaled, Arvest Trust and Wealth Management; Steve Cortes, Cortes Law Firm; Shannon Stiger, CSHP, Seda Real Estate Group of Keller Williams.
Estate, trust, and probate cases can feel overwhelming—especially when attorneys and trust officers are involved. This panel changes that perspective. Hear directly from legal and trust professionals about what they value in a real estate partner and how agents can move from outsider to indispensable ally in even the most complex situations.
ReImagine You – Stop Playing Small and Start Leading Boldly
Presenter: Dr. Nikki Buckelew, SREI Co-Founder & CEO
Too many talented professionals hold back—staying safe, second-guessing themselves, or waiting for “someday” to step into their potential. In this session, Dr. Nikki Buckelew will introduce proven NLP techniques to help you overcome fears, move beyond old patterns, and fully embrace the life and business you want. Through stories and live coaching demonstrations, you’ll learn to show up with clarity, confidence, and courage.
Wednesday, October 29
ReImagine Your Future – Stories of Transformation Through Specialization
Featuring Certified Senior Housing Professionals® and Senior Downsizing Coaches®
Specializing in the mature market doesn’t just change the way you serve clients—it can transform your business and your life. Hear first-hand stories from agents who embraced this niche and discovered meaning, sustainability, and growth along the way.
Educating for Impact (Part 1) ReImagine Public Speaking
Panelists: Kimberly Shute, Rachel Davis, Julie Spaulding, Pat Lauria
In Part 1, hear from CSHPs who have recently launched—or relaunched—their public education seminars. They’ll share their early experiences, lessons learned, and how they’ve personalized SREI tools to fit their markets and styles.
Educating for Impact (Part 2 ) ReImagine Expansion
Panelists: Lisa Treadwell, Becky Seda, Laura Kelso
In Part 2, experienced agents will share how their seminar programs have grown and evolved over time. You’ll hear how they integrated SREI resources into their approach, created consistency, and tailored the model to match their own strengths and business goals.
ReImagine Your Business – From Transactions to Traction (Part 1)
Dr. Nikki Buckelew and Rick Vandermyden, Certified EOS Implementer
Most agents juggle priorities by instinct, often at the expense of focus and balance. In this session, Nikki interviews Certified EOS Implementer Rick Vandermyden to introduce the Entrepreneurial Operating System (EOS)—a framework that helps professionals gain clarity, create accountability, and operate with confidence.
ReImagining Fiduciary vs. Functionary – Choosing to Advocate
Dr. Nikki Buckelew and Deputy Sheriff Tara Hardin
This session isn’t just about client service—it’s about redefining what it means to be a real estate professional. Hear from law enforcement about the scams targeting homeowners today and learn how to move from a transactional role to becoming a fiduciary advocate who protects and educates your clients.
ReImagine Impact – How Agents Transform Lives
Featuring Certified Senior Housing Professionals® and Senior Downsizing Coaches®
Need a shot of inspiration? Hear first-hand how people have been impacted by the work we do. This uplifting session will remind you why serving seniors isn’t just about transactions—it’s about transforming lives.
ReImagine Leadership & Legacy – Celebrating Excellence in Service
Celebrate the newest CSHPs and CSDCs, along with the prestigious Legacy Leader Award, which honors an agent who serves with excellence and advances the mission of raising the standard in senior-centered real estate.
Evening Social
It’s time to re-imagine your peer and professional connections!
After a full day of learning, relax and connect with fellow attendees at our evening social. Enjoy light hors d’oeuvres, conversation, and relationship-building as you expand your referral network and strengthen friendships that last well beyond the conference. This is your tribe – these are your people!
Thursday, October 30
ReImagine Your Business – From Transactions to Traction (Part 2)
Dr. Nikki Buckelew and Rick Vandermyden, Certified EOS Implementer
Building on Part 1, this session continues the EOS conversation, showing how to apply its tools in real-world real estate practices. You’ll learn how EOS principles create structure, improve decision-making, and support sustainable growth for any size business.
ReImagine Networking – Building Authentic Professional Connections
Panelists: Jose Fernandez, Eva Marin, Willy Nelson, Ken Schallenberg
Networking looks different for everyone. In this panel, CSHPs share how they’ve each built strong, effective referral relationships in ways that align with their natural personalities and strengths. Their stories will spark new possibilities for building authentic B2B connections that work for you.
ReImagine Your Potential – Real-World Insights from a Senior Market Leader
Dr. Nikki Buckelew interviews Alison Van Hecke (Lighthouse Group)
What does it really take to build a thriving senior-centered business?
Alison Van Hecke shares the wins, challenges, and lessons learned along her journey. Whether you aspire to close 100 sales a year like the Lighthouse Group or prefer to operate a smaller, more intimate practice, her insights are applicable—and priceless—either way.
ReImagine Your Pipeline: When They Won’t Move – What Now?
Presenter: Dr. Nikki Buckelew, Co-Founder & CEO, Seniors Real Estate Institute
Not every client is ready to move, even when the need is clear. This closing session explores strategies for nurturing long-term relationships, adding value over time, and staying top of mind—so you remain a trusted resource until the timing is right.
Why Attend Legacy Conference 2025?
Unlike large, generic real estate conferences, Legacy is intimate, niche-specific, and practical. Every session is designed to go deeper, equipping you with clarity and confidence, tools and techniques, and community and collaboration. It’s time for you to get what you need to grow a purposeful, sustainable, and enjoyable senior-centered practice.
📅 October 28–30, 2025
📍 The National Autograph Hotel, Downtown Oklahoma City
Don’t miss your chance to be part of the only national conference built exclusively for professionals serving the mature market!