Description
Planning Your Next Chapter: Real Estate, Mortgages & Estate Planning
Join us for an informative seminar designed specifically for seniors and their families, covering important financial and legal considerations when planning for the next stage of life.
We’ll discuss the current real estate market and what seniors should consider when thinking about downsizing, selling their home, or exploring their housing options. We’ll also review current mortgage rates and provide an overview of CHIP Reverse Mortgage, including how a reverse mortgage may help homeowners access equity in their home.
A legal professional will also join us to discuss wills and estates, including important considerations for protecting your assets, planning for the future, and ensuring your wishes are properly documented.
Topics Include:
Current real estate market conditions
Downsizing and transitioning to a new home
Current mortgage rates and financing options
CHIP Reverse Mortgage and accessing home equity
Wills, estates, and important legal considerations
Questions and answers with our speakers
Whether you’re considering downsizing now or simply want to be better prepared for the future, this seminar will provide practical information and an opportunity to ask questions from professionals in the field.