Reverse Mortgages & Senior HELOCs: More Choices Than You Think
About this Event
Discover Today's Home Equity Options for Retirement!
Should you tap your home equity? Downsize? Stay in the home you love? Purchase your next home?
Home equity options have changed dramatically. Learn how today's Reverse Mortgages and Senior HELOCs can help eligible homeowners improve cash flow, preserve retirement savings, increase purchasing power, and create greater financial flexibility.
Join Certified Mortgage Advisor Dan Kapellen for an educational discussion with plenty of time for questions. No sales presentation. No obligation.
Who Should Attend?
- Homeowners and Buyers age 55+ exploring retirement options
- Adults planning to downsize or relocate
- Anyone interested in learning how home equity can support retirement
- Family members helping parents make housing decisions
- Financial and real estate professionals serving older adults
You'll Learn:
- Does the lender own my home
- How Reverse Mortgages have changed
- What Senior HELOCs are—and who may qualify
- Ways to preserve retirement savings
- Home buying strategies using home equity
- Common myths and misconceptions
- Answers to your questions
My goal is simple: help you understand your options so you can make informed decisions with confidence.
Agenda
🕑: 11:00 AM - 12:30 PM
Reverse & Senior HELOC Mortgages
Info: Welcome
Meet other attendees
What's new for homeowners 55+ and 62+
Why today's options are different than they were just a few years ago
Understanding Your Options
* Traditional Reverse Mortgages (HECM)
* Proprietary Reverse Mortgages
* Senior HELOCs
* Home Equity Loans
* Cash-Out Refinancing
Comparing the Choices
Eligibility requirements
Pros and considerations
Which option may fit different financial goals
Common Myths & Frequently Asked Questions**
* Separate fact from fiction
Noon - Lunch and Live Q&A
*Ask your questions in a relaxed, no-pressure setting
*Hear questions that others have
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
