Download PDF flyer for this event.

As part of our partnership with Local Realtors, and in support of Seniors in the local community and the Inland Empire, Reverse Mortgage Specialists is providing another FREE educational event.

We all pass on at some point. This seminar provides insights on being better financially prepared to minimize the impact on your loved ones when you leave this earth.

With three speakers recognized as professionals in their fields, you will learn:

From Mike Ortiz, an Estate Attorney

• What legal paperwork should be ready
• Differences between Wills, Trusts, & Probate
• Benefits of Estate Planning

From Manny Monter, an Advanced Planning Specialist

• Understanding the initial steps following death
• Avoiding Funeral Inflation & Emotional Driven Spending
• How to ensure your services are peaceful & drama free

From Paul Lowry, a Reverse Mortgage Specialist

• The Economics of the last years of life & how to prepare
• The annuity style benefits of a Reverse Mortgage
• How a Reverse Mortgage affects the estate

There is NO FEE for this class, but you must be registered, and seating is limited. This class will also be available via Zoom.

To attend in person visit rmsoc.com/2022register

To attend via Zoom (on your computer or mobile device) visit bit.ly/2022M08

We look forward to seeing you.

Should you have any questions, please reach out to us at (888) 522-2205.