Coffee & Conversation: Annual Review & Homeowner Essentials (Clients Only)
Thu, May 14
|9307 Bay Shore Dr NW
This client-only session is a chance to review where you are and make sure everything is still aligned with your goals. We’ll also break down your HECM mortgage statement in a clear, easy-to-understand way, along with helpful insights on homeowners insurance and property taxes.
Time & Location
May 14, 2026, 1:00 PM – 2:00 PM
9307 Bay Shore Dr NW, 9307 Bay Shore Dr NW, Silverdale, WA 98383, USA
About the event
This client-only session is a valuable opportunity to review where you are and ensure everything is still aligned with your goals.
We’ll walk through your HECM mortgage statement in a clear, easy-to-understand way, along with helpful insights on homeowners insurance and property taxes so you feel confident and informed.
To make the most of our time together, please bring your most recent mortgage statement, your homeowner’s insurance policy, and your current property tax bill for reference and review.
Take advantage of this time to get clarity, ask questions, and make sure everything is working the way it should for you.