Homeownership & Wealth: A Strategic Approach

Buying a home is one of the biggest financial decisions you'll ever make — but it’s only one part of the wealth-building puzzle.

Join Mary Greenwood, Producing Branch Manager with NFM Lending, and Trevor Daggers, Financial Advisor with Merrill Lynch, for an interactive seminar designed to help you look at the big picture:

• How to choose the right mortgage strategy for your goals

• How your home fits into your long-term financial plan

• Smart ways to use equity to accelerate wealth-building

• Protecting your financial future through insurance, savings, and investments

Whether you’re a first-time buyer, a growing family, or planning for retirement, you’ll walk away with a clear action plan for aligning your mortgage and money decisions.

Heavy appetizers and drinks will be provided!

About the Hosts:

Trevor lives in Colorado Springs with his wife, Katie, and their three children, Elizabeth, Olivia, and David. In his spare time, Trevor can usually be found on a golf course and also enjoys reading, hiking, and board games. His favorite drink is hazelnut coffee, his favorite food is Mexican, and his favorite movie is Talladega Nights.

Trevor Daggers, AAMS™

Vice President – Resident Director

Financial Advisor

NMLS ID 1758988

The Wootten Daggers Group

Merrill Lynch, Pierce, Fenner & Smith Inc.

Hi, I’m Mary Greenwood! I’m passionate about helping people in my community achieve their dreams of homeownership and build a healthy, confident financial future. I’ve lived in beautiful Colorado Springs for over 20 years and share my home with two lovable goldendoodles, Obi Juan and Luna.

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Host or Publisher NFM Lending - The Mary Greenwood Team