Financial Guidance for Seniors

You’ve spent a lifetime building for the future. And for many seniors like you, that future is coming all too soon. Our expert panelists, Will Boughton from Vera Bank Georgetown, and Lori Anderson from Thrive Mortgage addressed a variety of financial topics including, but not limited to:
•Exploring what to do with the proceeds from the sale of a home.
•Understanding the differences between wills and trusts.
•Learning how to include a reverse mortgage in your financial strategy.

Whether you need to tap into your retirement savings now or wish to prepare for the day when your wants, needs or desires may require you to access your funds, this seminar is a must-watch.