SREI Legacy Conference 2021

October 20 - October 21

Oklahoma City, Oklahoma

Education never stops!

Whether you are just launching a mature market niche or you are looking to reinvent, expand, and energize your current practice, the Legacy Conference is the place to be.  Now – under the current market circumstances – is the time to stay engaged!

The game changer you have been looking for!

The Seniors Real Estate Institute’s exclusive Legacy Conference is certain to expand your thinking, increase your awareness, and energize your creativity. As passionate and relationship-focused real estate professionals, we have a unique opportunity before us. Mature homeowners, like no other time before in history, need us — but they need for us to be at our absolute best–this is what the LEGACY CONFERENCE is all about!

It's about becoming your very best YOU - Personally & Professionally!

Unlike any other professional organization in the real estate industry, the Seniors Real Estate Institute is dedicated to helping you—the real estate professional—better serve the growing senior demographic, while simultaneously accomplishing your own personal and professional goals and dreams.

Conference topics...

  • Helping longtime homeowners navigate the current market
  • Proven systems for staying in touch
  • Creating a longterm (consistent) referral pipeline
  • Navigating pandemic concerns
  • Downsizing and dementia: Challenges and solutions
  • Educational seminar best practices
  • Becoming the senior living “celebrity” in your market
  • And MORE…..

Your Pathway to Different!

Conference Hotel Information

The venue for this year is Hilton Garden Inn – Bricktown near the Bricktown Ballpark. Use your Hilton Honors app or sign up to be a Hilton Honors member for the best possible room rates.

Hilton Garden Inn – Bricktown

328 E Sheridan Ave, Oklahoma City, OK 73104

Conference General Sessions

REALTORS® as Legacy Coaches

Professionals having specialized in the senior real estate space for long recognize that selling a home or assisting in a purchase is only one small part of a much bigger picture when it comes to late-life moves. Older adults and retirees are frequently planning for the next chapter of life, and they are looking to their agents as one of their many trusted guides along the way. But what does it take to be the expert they need and deserve? Join Dr. Nikki Buckelew, Founder of the Seniors Real Estate Institute as she shares a vision of the future where real estate agents are known for far more than just being good salespeople.


Downsizing Made Easy Method™

The myth is that clients pay us for what we do, when in reality, they are paying us for what we know. As clients, whether inexperienced or seasoned, entrust us to guide them through the real estate sale (and relocation process), it’s because they expect us to know more than they do. They want a hassle-free, smooth, and ideally, pleasurable experience. The way you provide this by educating them about the process you follow – a proven strategy that, when employed correctly, aligns with their goals. Learn how the Downsizing Made Easy Method can serve as the solution they are looking for and how you can incorporate it into your practice. 


Business Building 101 – Phases of Growth

What’s Next in the Evolution of Your Business? While we discuss, converse, and sometimes lecture our clients to prepare for the future, we may not always be following our own advice! Everything has a cycle, including our businesses. The actions you take and the challenges you face will be (or should be) directly correlated to where you are in this cycle, as well as your personal and professional goals.  In this session we will take a look at the growth cycles of a business and help you assess where you are, where you are headed, and what to expect from what’s coming next. 


Think Like a Legacy Coach: Case study group exercise

Work together within small groups to find solutions, offer support, and solve problems as you consider a series of real life case studies involving senior adult homeowners seeking your help. Everyone has something to offer and we all have more to learn, so let’s put our heads together and create something amazing. Who knows where this might lead! (Bring a copy of your consultation materials along with you so you can refer to them when or if needed during the discussion).   


Downsizer Clubs: Shortening the Sales Cycle

The evening BONUS SESSION is for those considering incorporation of a Downsizers Club in their local market. This new SREI initiative has been beta-tested by a handful of CSHPs this year and has proven successful as a means of staying connected with the “I’m not ready” group we have all encountered. Get the basic format for hosting a downsizers club and shorten your learning curve for implementation. (In-person attendees only)

Featured Educational Panels

Downsizing Debriefs: Real people, real stories

This panel is always a conference favorite because it gives attendees a glimpse into the psyche and experiences of people having completed the downsizing journey. We ask panelists to be completely candid about their downsizing adventures including feelings, thoughts, and strategies. We want to know what went well and what didn’t, and how we as real estate professionals can best be of service to others just like them.  

The Power of Life Learning

Featured panelists for this session include mature adults who are life learners. They are prepared to share with attendees their unique perspectives as consumers of adult education and the importance of being a strong educator (as well as real estate professional). 

Successful Senior Living Seminars

Get best practices from the best in the biz on creating seminars that attract people and turn them into raving fans (and clients). Featured panelists have proven that hosting educational programming (even during COVID-19 shutdowns) is a viable, profitable, and most importantly, personally rewarding public platform strategy.

Creating Educational Partnerships: Who, Why and How

One of the primary obstacles to launching and/or expanding your senior seminar initiative is often the cost of putting on events. While we know the investment pays off, coming up with the cash in the launch phase can be tough. Learn from seminar hosts and sponsors just what makes collaboration a worthwhile investment.

Project management: Providing a complete relocation strategy

Hear from fellow CSHPs who have incorporated the “one stop shop” concept for serving downsizing seniors without bringing services in-house. This is a great opportunity to evaluate and understand what others are doing and to make educated and informed decisions about your own value proposition, service offering, and business model.

Team Expansion as an End-to-End Relocation Solution

Learn from fellow CSHP’s who have chosen to expand their in-house offerings to include move management, estate liquidation, and moving services. Find out why they made these decisions and how they incorporate them into their real estate sales practices. 

Featured Educational Panels

Wednesday evening social

Join SREI for heavy hors d’oeuvres and drinks at the conference hotel. Mix and mingle and share insights from the day’s events. 

Networking lunches

Enjoy networking over lunch both days (included in your conference registration) as you swap stories, share secrets, and strategize together with peers from around the country. Sometimes the best information comes from what you learn from each other.  Get to know your fellow CSHPs and create lasting friendships and referral partnerships with like-minded servant leaders. (If you require a special diet, please let the event team know at least a week before the conference). 

Legacy Leader Award Presentation

The Seniors Real Estate Institute is made up of hundreds of servant leaders. Each year we honor one of these talented and giving individuals or teams who represent the best of the best. Join us in celebrating this years SREI Legacy Leader honoree.  


Location to be announced. For those staying over an additional night or two following the conference!