Our Three Expert Speakers Will Teach You
Mike Ortiz, Estate Attorney Will Cover
• What legal paperwork should be ready
• Differences between Will, Trusts, & Probate
• Benefits of Estate Planning
Manny Monter Of Advance Planning Specialists Will Cover
• Understanding the burial process
• Avoiding Funeral Inflation & Emotional Driven Spending
• How to ensure your services are peaceful & drama free
Paul Lowry of Revere Mortgage Specialists Will Cover
• The Economics of the last years of life & how to prepare
• The annuity style benefits of a Reverse Mortgage
• How a reverse mortgage affects the estate
Discussion
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