Convert Your Home Into an Investment In Your Golden Years

For homeowners 55 and up thinking about right-sizing, relocating, or helping their kids own property in California.
About this Event

Convert Your Home Into an Investment In Your Golden Years

For homeowners 55 and up thinking about right-sizing, relocating, or helping their kids own property in California. Join Sosi Avila and Darren Shepherd for a Free In-Person Seminar on Thursday, November 19, from 4:00 to 6:00 PM at the Norman P. Murray Community & Senior Center in Mission Viejo.

Your Next Move Shouldn't Cost You What You've Built

Downsizing, relocating closer to family, or helping your kids buy, all of it touches your taxes, your equity, and your income at the same time. Get the order wrong and it can cost you thousands you didn't have to spend. Prop 19 alone changed the math for anyone thinking about moving anywhere in California.

Did you know you can move anywhere in California and keep your original property tax bill? Most homeowners over 55 don't, and it's one of the biggest advantages sitting on the table, unused.

What You'll Walk Away With

• The Right-Size Move: Getting rid of the stairs without draining the nest egg.
• The Prop 19 Advantage: How to move anywhere in California and keep your old tax bill.
• Financing Your Next Home as a Retiree: Qualifying without a paycheck.
• Building Your Medical Emergency Reserve: Turning home equity into a standby safety net, before you need it.
• Family Legacy Planning: Helping your kids own property in California, now or later.

Your Hosts

Sosimo "Sosi" Avila Jr., President | Sr. Mortgage Consultant, MambaCap Financial | CLA™ | CMPS® | RCS-D™ | NMLS# 1511489 | DRE# 02222466

Sosi has helped retirees and their families navigate the financial side of a later-in-life move: what Prop 19 actually means for your tax bill, how to qualify without a paycheck, and how to turn equity into a safety net instead of leaving it locked in the walls.

Darren Shepherd, Realtor®, Shepherd Real Estate Team, Compass | DRE# 02000042

Darren leads the Shepherd Real Estate Team at Compass, working with buyers and sellers across Orange County, with deep roots in Mission Viejo, Lake Forest, Rancho Santa Margarita, Ladera Ranch, and San Clemente. Over more than a decade in the business he's closed 300+ transactions and over $300 million in sales.

Free to attend. Light refreshments and live Q&A included. Seating is limited, so reserve your spot early. Prefer to call? (949) 791-7429

Learn more: yournexthomeinyourgoldenyearsseminar.netlify.app

Not legal or tax advice. Consult your own tax and legal professionals. All loans subject to credit approval and qualification; terms and programs subject to change. Sosimo Avila Jr. NMLS# 1511489 | DRE# 02222466. MambaCap Financial NMLS# 2767456 | DRE# 02376820, 2601 Main St, Ste 640, Irvine, CA 92614. Equal Housing Opportunity. Darren Shepherd, Realtor® | DRE# 02000042 | Compass. Compass is a licensed real estate broker and is not affiliated with MambaCap Financial.