Coffee & Conversation: Workshop Review , HECM Loans & Homeowner Essentials

This Coffee & Conversation session is a relaxed opportunity to reconnect following our recent Golden Road Workshop.

Whether you attended the workshop or simply want to learn more, join us for an open discussion about housing wealth, retirement planning, and home equity options.

We'll review key concepts from the workshop, answer questions about HECM loans and other ways to access home equity, and discuss topics that matter most to you. There is no formal presentation—just a chance to learn, share, and get personalized answers in a comfortable setting.

Feel free to bring any questions you have about your mortgage, home equity, retirement goals, or housing wealth strategy. If you would like a more detailed review of your specific situation, you are welcome to bring your most recent mortgage statement, homeowner's insurance policy, and property tax bill.

Come enjoy a cup of coffee, connect with others, and gain greater clarity about…