Estate Planning & Reverse Mortgage Seminar
Date and Time
Wednesday Nov 1, 2017
10:30 AM - 12:00 PM PDT
Wednesday, November 1, 2017
10:30am-12:00pm PDT
10:30am-12:00pm PDT
Location
PERL Mortgage - Claremont
250 West 1st Street, Suite 346
Claremont, CA 91711
Fees/Admission
Free and open to the public!
Contact Information
RSVP at (800) 564-6413
or email Jessica at jandrade@perlmortgage.com with any questions or concerns.
Send Email
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 November 1st at 10:30am for answers to these questions and more!
**We will also be featuring Kelli Garfield, a Senior Living Advisor and founder of A Guided Path. **
She will be speaking on tips for navigating you and your loved ones’ golden years. She will also have valuable advice regarding support groups, educational seminars, and referrals for all your senior needs!
