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Understanding the Retirement Mortgage

Join us for complimentary coffee, breakfast, and a short discussion about how to create a secure retirement plan.

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Our Speakers:

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Jeran Van Alfen, CFP®

Financial Planner, Chief Portfolio Manager at Centered Financial

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Cathy Fitzpatrick

Retirement Mortgage Specialist

NMLS #204420

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Rob Kanyur

SVP of Fairway Reverse Lending Division Retirement Mortgage Specialist NMLS #243921

We are thrilled to invite you to our exclusive event on the morning of Saturday, December 7th at Witch Creek Winery Carlsbad. Please join us for coffee and a light breakfast to learn about how to create a secure retirement plan as well as updates on current risks to your retirement portfolio.  The morning will feature expert speakers focused on the following topics: 

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Gain insight from a CERTIFIED FINANCIAL PLANNER® practitioner: 

  • Avoid tax traps that can derail your income 

  • Protect against inflation ruining your lifestyle 

  • Know the risks of outliving your savings 

  • The election and your money: New updates! 

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And learn from an experienced retirement mortgage specialist: 

  • How to utilize your home as a key asset in your portfolio 

  • How to access your equity to optimize retirement 

  • Know the common misunderstandings about reverse mortgages 

  • Understand your personal retirement mortgage needs ​​

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