Meeting Title:
Reverse Mortgages

Description of the Meeting:
Learn how reverse mortgages can serve as a retirement funding tool -- especially for those Bay area residents who may be house rich, cash poor -- and their history of how they came to be.

Note: please make sure you complete all the registration steps, you will receive an email confirmation upon completion.

Speaker's Name:
Kathy Affeltranger
Retirement Funding Solutions, a Mutual of Omaha Bank Company

Sponsor:
Daniel Cutter
Merrill Lynch, Pierce, Fenner & Smith Inc.

 Click Here to Register

CEU:
Estate: 1.0

Pricing:
Members: $35
Non-Members: $35
Walk-In: $45

Payment Method:
At The Door Only: Please bring a check payable to PFAC

Will food be served at this event?:
Yes

Food and Menu Details:

• Menu board is toward the back of the room.
• Select 2 poker chips that match the item you want for lunch.
• Place one chip in the box next to the menu board (to inform the kitchen of your order)
• Place one chip in front of your seat (so server knows what you ordered).

Management Level of Difficulty:
Beginning to Intermediate 
Intermediate to Advanced

How will the event be presented?:
In Person Speaker

Agenda:

11:30am – 11:50am
Networking and Placement of Lunch Orders

11:50am – 12:00pm
Introductions & Sponsor Remarks, Daniel Cutter of Merrill Lynch, Pierce, Fenner & Smith Inc.

12:00pm – 1:00pm
Reverse MortgagesKathy Affeltranger Retirement Funding Solutions, a Mutual of Omaha Bank Company

1:00pm – 1:30pm
San Mateo Chapter Business, (PFAC fiduciary and aspiring members only)