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Better Retirement Workshops


Two Workshops in One Day

Retirement Planning and Home Equity Conversion Mortgages

Learn about the pros and cons of today’s Home Equity Conversion Mortgage and other reverse mortgages with local mortgage loan originator, Marina Watts. This free workshop will focus on educating homeowners on the most recent updates and products available for folks 60+ in reverse mortgages. Discover what your benefit may look like with a reverse mortgage and the different ways you can utilize funds to increase cash flow in retirement. Forty-five minute presentation followed by Q & A.

Tuesday • October 16th

10:00am -11:00pm Aptos Library
7695 Soquel Drive.

Social Security: Maximizing Your Claiming Decision

Learn best strategies for optimizing your Social Security claiming age with local, registered Social Security analyst and Chartered Retirement Planning Counselor, Martha Shedden. This free workshop will help retirees and pre-retirees understand Social Security’s rules in order to maximize their benefit. Married couples will learn why it is so important to coordinate your Social Security income election with your spouse, and divorced people will find out if ex-spousal benefits may be an option for you. Discover how much money you may gain by waiting past age 62 to claim your benefit.

Tuesday • October 16th

6:00pm -7:00pm Aptos Library
7695 Soquel Drive.

View similarly tagged posts: Taxes, Events, Discussions
Posted by glassa on Oct. 9, 2018 at 6 a.m.



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