The Next Chapter: Empowering Seniors Through Knowledge and Planning

Join us for a FREE educational seminar designed to help adults 55+ understand their housing, financial, and lifestyle options.
About this Event

Join us for a FREE educational seminar designed to help adults 55+ understand their housing, financial, legal, and lifestyle options. Whether you’re planning to stay in your home, downsize, relocate, or simply prepare for the future, you’ll leave with valuable information and trusted resources.

Seminar Topics Include:
HOUSING

Right-sizing, downsizing, upsizing, aging in place, and finding a home that fits your lifestyle.

FINANCING

Mortgage options, home equity, refinancing, and strategies to support your next move.

ESTATE PLANNING

Protecting your legacy, wills, trusts, powers of attorney, and planning for the future.

COMMUNITY RESOURCES

Local programs and services to support you and your family. We’ll connect you with trusted

resources.

TAX CONSIDERATIONS

Understanding tax implications for your home, retirement, and estate.

AGING IN PLACE

Home modifications, safety, accessibility, and resources to help you stay independent.

REAL ESTATE INVESTING

Building, preserving, and transitioning wealth for today and tomorrow.

Presented By:
Cynthia Daniels

Real Estate Agent

1st Class Real Estate Integrity

757-630-8941

[email protected]

www.1stclassrealestateintegrity.com

In Partnership With:

Fran Weaver | TowneBank Mortgage

Senior Mortgage Loan Officer

NMLS # 305679

757-249-7652

[email protected]

townebankmortgage.com/franweaver

Hillary Smith | TowneBank

Vice President, Branch Manager

NMLS # 1881177

757-242-3148

[email protected]

townebank.com

TowneBank Mortgage NMLS# 512138. Equal Housing Lender. Equal Housing Opportunity. The information contained herein (including but not limited to any description of TowneBank Mortgage, its affiliates and its lending programs and products, eligibility criteria, interest rates, fees and all other loan terms) is subject to change without notice. TowneBank, TowneBank Mortgage, and its loan officers, unless individually licensed and specifically denoted in their credentials, are not qualified to, and are prohibited from, representing themselves as accountants, attorneys, certified financial planners, estate planners, investment specialists, or tax experts, and will not advise you in those matters. Information provided at this webinar is not intended to be legal or tax advice. Always seek the advice of a licensed professional. If you need legal or tax advice, contact a licensed professional. Refinancing an existing loan may result in finance charges being higher over the life of the loan, and a reduction of payments may reflect a longer term. Approvals are subject to underwriting and program guidelines based on eligibility. This is not a commitment to lend. 1st Class Realty Estate Integrity is not a mortgage lender and so you should contact TowneBank Mortgage directly to learn more about its mortgage products and your eligibility for such products.