Coffee & Conversation: "Brewing up" Reverse Mortgage Basics

If you’ve ever wondered how a HECM loan works or what options are available, this session is for you.

We’ll cover the basics, explore different scenarios, and answer your questions in a comfortable, low-key setting designed to help you feel informed and confident.

Coffee & Conversation: Brewing Up Reverse Mortgage Basics is a relaxed, come-as-you-are gathering—no slides, no pressure, just real talk over coffee.

This session is intentionally focused on HECM loans, giving you the opportunity to better understand how they work, what options may be available to you, and how they can fit into your overall financial picture. You’re encouraged to bring your questions—whether you’re just starting to explore or looking to gain more clarity on specific details.

Think of it as a round-table conversation where your questions guide the discussion. We’ll share practical insights, clear up confusion, and help you feel more confident in understanding your options.

Come for…