San Mateo - Chapter Meeting - Reverse Mortgages
San Mateo - Hobee's 1101 Shoreway Road Belmont, California 94002 United States
Friday, April 19, 2019, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
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)
Contact: Erin Markey - [email protected] - 4154832620
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