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HomeFinancial PlanningChalk Discuss: Reverse Mortgages! - MainStreet Monetary Planning

Chalk Discuss: Reverse Mortgages! – MainStreet Monetary Planning

Chalk Discuss: Reverse Mortgages!

“MainStreet Chalk Discuss”

The MainStreet Monetary Planning Dialogue Membership

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

~30-45 minutes

Recorded and in a position to retrieve for one week

How: Zoom Assembly, Free to ongoing shoppers; $10 for friends

E-mail us for the recording!

Reverse Mortgages!

Hosted by: Cynthia Flannigan, CFP®

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

As a home-owner, you might be constructing fairness in your house. That is an asset that, if wanted, might be accessed as a useful money movement for seniors in retirement to satisfy your dwelling bills or objectives. 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 device.

With greater than 38 years within the monetary providers and mortgage business, the final 16 solely within the Reverse Mortgage enterprise, Homa brings in depth information and experience to her shoppers. Homa’s objective is to rework and supply peace of thoughts to the lives of her shoppers with the advantages of a Reverse Mortgage. She supplies the schooling shoppers deserve to allow them to make smart and knowledgeable choices. Whether or not they wish to have extra spending energy by eliminating their month-to-month mortgage funds, prolong a retirement portfolio or just age in place, Homa makes suggestions that go well with every consumer’s particular person wants. “One of the 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 provides 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 Getting 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 previous.

It’s possible you’ll contact Homa at 415-717-4618 or by e-mail at to be taught extra about Reverse Mortgage.



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