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The AAII Orange County Chapter presents...


"Reverse Mortgage: A Financial Planning Tool"

    Discussed by:

    Robert Trommler
    Reverse Mortgage Consultant, Wells Fargo Home Mortgage Division

The presentation will cover the basic design and format of both the equity out and purchase versions of the reverse mortgage. Robert will review how these FHA (Federal Housing Authority)–guaranteed loan programs can be used as an alternate source of tax-free funds in lieu of making drawdowns from an investment portfolio. Several case studies will be presented, featuring actual clients who have used this loan as examples of how this program can be used as part of an estate planning strategy.

Attend This Meeting and Learn...
The basic design and format of both the equity out and purchase versions of the reverse mortgage
How FHA (Federal Housing Authority)–guaranteed loan programs can be used as an alternate source of tax-free funds
How this program can be utilized as part of an estate planning strategy

  MEETING DETAILS
Date:
Saturday, June 4, 2011
Time:
8:30 a.m.    Registration/Social
9:00 – 10:30 a.m.    Program
10:30 – 11:00 a.m.    Q&A
Location:
Balearic Community Center
1975 Balearic Dr.
Costa Mesa, CA 92626
714-754-5158
[ Map This Location ]
Payment:
At the Door, Everyone, $5/person

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