November Breakfast Meeting

Date: Thursday, November 14, 2019
Time: 8:30am - 9:30am
Location: The Residence at Five Corners, 678 Depot St North Easton, MA
Speaker: Ellen Connors, MBA, CRMP Senior Loan Officer & Reverse Mortgage Professional Shamrock Home Loans

Expanding Retirement Funds Using Home Equity Conversions and Sequence of Return Risk.

Calling all senior service professionals, financial planners, and estate planning attorneys. Outliving assets is a concern for Baby Boomers as longevity continues to be a concerning factor.

Join us for breakfast as we learn about utilizing other assets to offset portfolio draining during times of less favorable market conditions.

Related Document(s):

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