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Complimentary Mortgage, Estate & Financial Planning Seminar

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Name: Complimentary Mortgage, Estate & Financial Planning Seminar
Date: January 10, 2018
Time: 12:00 PM - 1:30 PM PST
Free and open to the public! We ask that you please RSVP to ensure that we have enough refreshments for all attendees. We hope to see you on November 1st!
Event Description:
FREE AND OPEN TO THE PUBLIC | COME LEARN!
This event is proudly brought to you by the Rhoades Lending Team of PERL Mortgage-Claremont and the Law Offices of Tanya L. Willis. You deserve to live your best life; navigating the estate planning process and your mortgage or finances during your retirement should be the least of your worries! With 25+ years of experience in their respective industries, Susana Rhoades and Tanya Willis are local experts you can trust. Please join us for our complimentary community education seminar to learn how we can help you live your best life.
 
It is common to have questions on the implications of a Living Trust or Reverse Mortgage, and if they make sense for you or your loved ones. You may be wondering, 
 
What is the difference between a Living Trust and a Will?

How can we best avoid the time and expense of probate and conservatorship?

How do we appoint someone to make health care decisions?

How do we know if a reverse mortgage is appropriate for us?

How much equity do we need?

How can buying a home and retiring be possible?

How could an equity line of credit help us from running out of assets?

Is it possible to buy a house, have no house payment, and still receive additional income through the HECM program? 
Join us January 10th at noon for answers to these questions and more!
 
**We will also be featuring Patrice S. Cavitt, a Business and Financial Advisor.**
She will be speaking on the top tips for achieving and maintaining healthy finances in 2018. 
 

Lunch will be provided. RSVPs are appreciated, and guests are welcome!
 
Location:
PERL Mortgage - Claremont
250 West 1st Street, Suite 346
Claremont, CA 91711
Date/Time Information:
Wednesday, January 10, 2018
12:00pm-1:30pm PST
Contact Information:
RSVP at (800) 564-6413 or email Jessica at jandrade@perlmortgage.com with any questions or concerns.
Fees/Admission:
Free and open to the public!
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