Reverse Mortgage Event Was a Success! Over 25 of the area’s most well respected trusted advisors joined reverse mortgage expert, Janice Cohen w/ Mutual Omaha Bank, to learn how they can protect their clients’ retirement assets while aging in place.
The event was held at the Keller Williams Realty office in Pasadena and was co-hosted by Leslie Sobol w/ Lucas Horsfall Accountants, Mary Winners w/ About Senior Solutions, and Cynthia Cohn w/ Keller Williams Realty. A complimentary continental breakfast was served along with networking.
If you are interested in learning more about reverse mortgage solutions, deferring capital gains, or uncovering ways to protect your loved ones as they age in place, please let me know and I’ll make an introduction to some of the best trusted advisors in our area.