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Shannon Faulkner's Monthly Insights for April 2026: "Home Safety, Retirement Planning & Financial Confidence”



Hello everyone,


I wanted to share a quick update on what we’ve been up to and what’s coming next!


March was a wonderful month. We had a successful Coffee & Conversation at the office where several clients were able to spend time working on their new Golden Box and Emergency Organizer. It was great to see everyone collaborating, sharing ideas, and making real progress on something so important for their families.


We also had a fantastic Lunch & Learn at Maynard’s with our Golden Road to Retirement Living professionals. We enjoyed a terrific presentation from David Jordan, our Golden Road Retirement Income Certified Planner (RICP) from Thrivent, on Financial Confidence for Aging in Place. It was an informative and encouraging discussion, and we appreciate everyone who attended.


This month at our Lunch & Learn at Maynard’s Restaurant in Silverdale, we will be talking about Home Safety & Accessibility with Matt Puhr from Boxer Construction NW, our Golden Road “aging in place” contractor. This will be a very helpful presentation for anyone thinking about staying in their home long-term and making it safer and more accessible. (Please keep in mind that space is limited for this event!)


Also, remember that the first Thursday of each month we have Coffee & Conversation at my office at 1:00 pm. There is no agenda—just great conversation about whatever is on your mind. I will also have the second packet for your Emergency Planner printed and available for pick up.


Make sure to check out the events coming up this month, and don’t forget to read my latest blog: “Looking Beyond a HELOC: The Case for a HomeSafe Second Reverse Mortgage Loan.”

If you are currently a client and have not had your Annual Review yet, please make sure to contact me by email at shannon.faulkner@FairwayMC.com or call me at 360-972-7306 to schedule one.


If you are not currently a client but have questions or would like more information about Home Equity Conversion Mortgages (HECM) or any of the other loan options available, please feel free to reach out as well. You can email me at shannon.faulkner@FairwayMC.com or call me at 360-972-7306. I am always happy to help or point you in the right direction.


I hope to see you soon at one of our events!


Blessings,

Shannon Faulkner, Retirement Mortgage Specialist


Coffee & Conversation: "Brewing up" Reverse Mortgage Basics
April 2, 2026, 1:00 – 2:00 PM9307 Bay Shore Dr NW
Register Now

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