The Growing Opportunity Within the Boomer & Gen X Market

Join us for an educational networking session designed to help Realtors better serve the growing Boomer & Gen X market while creating long-term real estate opportunities through life-transition conversations, trust education, and senior-focused strategies.

Date: Thursday, May 21
Time: 10:00 AM – 12:30 PM
Location: 1455 Frazee Rd, San Diego, CA

Ed Badrak
Longbridge Financial, LLC
📞 (619) 857-4422
✉️ [email protected]

Tim Yates
MyLegacyLink
📞 (760) 805-9322
✉️ [email protected]

• Downsizing & rightsizing strategies
• Reverse purchase programs & senior HELOC options
• Understanding the “Grey Divorce” trend
• Trusts, probate avoidance & inheritance conversations
• How to discuss family protection without giving legal advice
• Unlocking opportunities within the $17–19 trillion Boomer equity shift
• Real estate opportunities tied to retirement & life transitions
• How to confidently talk about trusts without being a lawyer

This session is ideal for Realtors looking to:

• Grow their referral network
• Better serve aging homeowners and families
• Learn how to navigate senior-market conversations with confidence
• Build stronger long-term client relationships
• Position themselves within one of the largest wealth-transfer opportunities in real estate history

Seats are limited. Reserve your spot today and gain valuable insights into serving the evolving needs of the Boomer & Gen X market while expanding your business opportunities.

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Host or Publisher Ed Badrak and Tim Yates