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HomeFinancial PlanningChalk Speak: Reverse Mortgages! - MainStreet Monetary Planning

Chalk Speak: Reverse Mortgages! – MainStreet Monetary Planning

Chalk Speak: Reverse Mortgages!

“MainStreet Chalk Speak”

The MainStreet Monetary Planning Dialogue Membership

When: Tuesday 4-18-23 at 7:30pm Japanese; 4:30pm Pacific

~30-45 minutes

Recorded and capable of retrieve for one week

How: Zoom Assembly, Free to ongoing purchasers; $10 for company

Register right here!

Reverse Mortgages!

Hosted by: Cynthia Flannigan, CFP®

Visitor commentator: Homa Rassouli
Reverse Mortgage Specialist, Mutual of Omaha

As a house owner, you’re constructing fairness in your house. That is an asset that, if wanted, could be accessed as a useful money circulation for seniors in retirement to fulfill your residing bills or targets. This session will assist reply the questions:

  • What’s a Reverse Mortgage?
  • What are the dangers and advantages?
  • How will you use a Reverse Mortgage?

You’ll additionally come away from the session with a greater understanding of the charges and costs related to organising this instrument.

With greater than 38 years within the monetary providers and mortgage business, the final 16 solely within the Reverse Mortgage enterprise, Homa brings intensive data and experience to her purchasers. Homa’s purpose is to rework and supply peace of thoughts to the lives of her purchasers with the advantages of a Reverse Mortgage. She gives the schooling purchasers deserve to allow them to make clever and knowledgeable choices. Whether or not they want to have extra spending energy by eliminating their month-to-month mortgage funds, lengthen a retirement portfolio or just age in place, Homa makes suggestions that swimsuit every consumer’s particular person wants. “The very best half about my job is seeing how a consumer’s Reverse Mortgage permits them safety and a extra gratifying life.” Homa started her profession at Wells Fargo Financial institution, the place she acquired the designation of “Prime Producer” for greater than 10 of these years. She presently works for Mutual of Omaha Reverse Mortgage.

Homa has been the recipient of the distinguished “President’s Membership” honor for the previous 16 consecutive years. She is a board member for Monetary Planners Affiliation, San Francisco Chapter and is totally dedicated to serving to her group. She offers again to the group as a Rotarian and is concerned with Novato and San Rafael Chambers of Commerce, The Nationwide Affiliation of Insurance coverage and Monetary Advisors for Marin and North Bay and is an unique affiliate with the Marin Bar Affiliation. Homa can be actively engaged with The Marin Realtors, North Bay Realtors, Girls Council of Realtors, CAL CPA, and Part on Growing older simply to call a number of.

Homa holds a Bachelor of Enterprise Administration in Administration and Finance from Gannon College in Erie, PA. She spends a lot of her free time together with her household, particularly her three grandchildren, Sofia, age 14, Ellie 10 and Sebastian, 8 years outdated.

You could contact Homa at 415-717-4618 or by e-mail at to be taught extra about Reverse Mortgage.



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