Classes and Events
Putting The Financial Pieces in Place Seminar
This free online seminar will provide a comparison of the features and components of a reverse mortgage and a life estate gift annuity. An estate planning expert will teach you how to receive meaningful income for life and tax benefits while continuing to enjoy your property.
A free individual consultation can also be set up with the instructor for a later date.
If this class is full, please call 1-800-82-SHARP (1-800-827-4277), Monday through Friday, 7 am to 7 pm, and asked to be placed on our waitlist.