Understanding Reverse Mortgage/Probate & Estate Planning

What You'll Learn:
Reverse Mortgage Basics
Separating Myths from Facts
How to avoid probate and what the difference between Beneficiary Deed
About this Event

What You'll Learn:

Reverse Mortgage Education

• Reverse Mortgage Basics
• Separating Myths from Facts
• How to Purchase a Home Using a Reverse Mortgage
• How Reverse Mortgages Can Support Long-Term Housing Security

Probate & Estate Planning

• Beneficiary Deeds vs. Trusts
• Why Updating Your Powers of Attorney Matters
• Understanding Guardianships
• How Proper Planning Can Help Families Avoid Probate Delays
• Real estate considerations when settling an estate

Event Details

📅 Tuesday, July 21
🕦 11:30 AM – 1:30 PM
📍 Total Wine & More
1900 E. Rio Salado Parkway, Suite 120
Tempe, AZ 85281

🍽️ Complimentary Lunch Provided

Meet Your Presenters

Cheryl Scheidell
Reverse Mortgage Specialist
Barrett Financial Group
NMLS #886425

Lydia Wietsma
REALTOR® | Certified Probate & Senior Real Estate Specialist
NextHome Power Realty

Whether you're a homeowner, retiree, adult child helping aging parents, executor of an estate, financial professional, or simply planning ahead, you'll leave with practical strategies and answers to your questions in a relaxed, no-pressure environment.

Space is limited, so RSVP today!

To Reserve Your Seat:
📞 Cheryl Scheidell: 480-817-4324

We look forward to helping you confidently plan for life's next chapter.

Equal Housing Opportunity. Each Office is Independently Owned and Operated.

Cheryl Scheidell | NMLS #886425 | Barrett Financial Group, L.L.C. | NMLS #181106 | 2701 East Insight Way, Suite 150,

Chandler, AZ 85286 | AZ 0904774 | NV 5091 | OR | TX view complaint policy at barrettfinancial.com/texas?complaint | Equal Housing Opportunity | Equal Housing Lender | This is not a commitment to lend. All loans are

subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106