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

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

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!

Enter your email address below to receive a reminder message.

Please complete the Captcha

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 1^st 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!