Classes and Events
Life Estate Gift Annuity vs. Reverse Mortgage Seminar
If you or your parents are house rich and cash poor, attend this free seminar led by an estate planning expert and learn how to receive meaningful income from your home without moving.
You will hear about the newest requirements governing reverse mortgages and how a retained life estate with a gift annuity can establish a fixed lifetime income stream that is not subject to market fluctuations.
A free individual consultation can also be set up with the instructor for a later date.