Home > Private Client Seminars
Mortgage Planning Workshops
Workshop Topics
· How Your Real Estate & Mortgage Decisions Dramatically Impact Future Retirement.
· Correctly Structuring a Mortgage for Retirement
· All About Reverse Mortgages
· Mortgage Planning for Seniors
· ID Theft & Credit Protection
· FICO Scores and how they will affect your future
· How the IRS Can Be Your Friend and Partner
· How Maybe Paying Off Your Mortgage May Not Be a Good Idea
· How "Maybe" 401Ks and IRA's May Really Be the Government’s Retirement Program, Not Yours And What the Wealthy Are Being Told In This Area.
· What you don't know about your current retirement program may cost you over 400,000 in income taxes.... Also, could your company retirement program be headed toward being turned over to the Gov't's Pension Benefit Guaranty Corp.?
· Learn the New Rules of Money
You want to position yourself NOW in a way where YOU have CHOICES and CONTROL, not be forced into an involuntary relocation or forced continued employment!
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