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We learned what we didn't know!

Yesterday's Estate Planning Seminar was a huge success! The people in the room showed up to learn what they didn't know about how to secure their financial future. It was amazing. The panel of professionals helped us all learn, yes even including me, how we can change the trajectory of our financial futures.




Lessons I learned:

  1. Working with your senior's mortgage specialist to design a plan with a Home Equity Conversion Mortgage (Reverse Mortgage) after the age of 62, there is a way to use it like a line of credit! Who knew?!

  2. There are investment products available yielding over 30% return! Meanwhile people have money in their 401K only yielding 1-3%. Who knew?!!!

  3. If you have a life change, having a baby, assets change, it could render your trust invalid. Who knew?!!

That's just a little of what we learned yesterday. Powerful, action provoking information!


We have all heard people say they have life insurance, a 401K and a will so they are good. What you don't know in that situation, can hurt you or your family. So, please stay tunned for the next event and sign up so you can learn what you don't know.


We will continue to teach those who want to learn and help those who want to act. Because, we can do better in planning. Also because, knowledge is only powerful when it is put into action!

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