Free Community Symposium
Retire More Freely:
Advice for Designing Your Next Chapter
Let us help you plan for the next phases of your life!
Join us for a free symposium to receive advice from local experts so that you can make informed financial decisions in retirement.
Snacks and refreshments will be provided.
Join us for a free symposium to receive advice from local experts so that you can make informed financial decisions in retirement.
Snacks and refreshments will be provided.
WHEN:
Tuesday, April 23, 2019
5:30 PM - 8:00 PM MT
and
Wednesday, April 24, 2019
9:30 AM - 12:00 PM MT
WHERE:
Dahl Funeral & Cremation Tribute Center
300 Highland Blvd.
Bozeman, MT 59715
WHO:
Free & Open to the Public
Walk-Ins Welcome
Parking is Available On-Site
Tuesday, April 23, 2019
5:30 PM - 8:00 PM MT
and
Wednesday, April 24, 2019
9:30 AM - 12:00 PM MT
WHERE:
Dahl Funeral & Cremation Tribute Center
300 Highland Blvd.
Bozeman, MT 59715
WHO:
Free & Open to the Public
Walk-Ins Welcome
Parking is Available On-Site
During the seminar, we will discuss:
Reverse Mortgages - Creating liquidity and a financial safety net
Presented By: Kelly DeWolf, Reverse Mortgage Specialist NMLS #543244, Reverse Mortgage Funding LLC
"Rightsizing" Your Home - Purchasing a new home that better fits your needs
Presented By: Jaclyn Katz, Seniors Real Estate Specialist®, Service Realty LLC
Aging in Place - Preparing for your in-home care needs effectively
Presented By: Jen Krum, RN, Owner, Qualicare Family HomeCare
Presented By: Jen Krum, RN, Owner, Qualicare Family HomeCare
Preparing Your Final Wishes - Providing you and your family with financial and emotional peace of mind
Presented By: Karen Johnson, Family Service Counselor, Dahl Funeral & Cremation Service
Presented By: Karen Johnson, Family Service Counselor, Dahl Funeral & Cremation Service
Please complete the form below to RSVP for the symposium date of your choice.
Sponsored By:
Kelly DeWolf, NMLS #543244, 1422 Cedar St. Helena, MT 59601, Branch NMLS #1233583. Licensed in Montana.
All mortgage origination services are provided by Reverse Mortgage Funding, LLC, a state licensed mortgage lender, which is licensed or otherwise exempt from state licensing in the states in which it originates mortgage loans. All real estate services are provided by Service Realty LLC, Jaclyn Katz, a state licensed real estate company, which is licensed in the states in which it provides real estate services. All in-home health care services are provided by Qualicare Family HomeCare, Jen Krum, a state licensed Registered Nurse, which is licensed in the states in which it provides in-home health care services. All funeral and cremation services are provided by Dahl Funeral and Cremation Service, Karen Johnson, a state licensed funeral and cremation company, which is licensed in the states in which it provides funeral and cremation services. This is a joint educational effort. Originator, realtor, in-home health care and funeral-cremation service providers are not affiliated, the service providers have not received any compensation or other incentive from one another to provide this joint educational effort. Nothing herein shall construed as an endorsement. Consumers can shop for applicable settlement and other service providers.
This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
© 2019 Reverse Mortgage Funding LLC, 1455 Broad St., 2nd Floor, Bloomfield, NJ 07003, 1-888-494-0882. Company NMLS ID # 1019941. www.nmlsconsumeraccess.org. Not all products and options are available in all states. Terms subject to change without notice. Certain conditions and fees apply. This is not a loan commitment. All loans subject to approval. L2500-Exp032020
All mortgage origination services are provided by Reverse Mortgage Funding, LLC, a state licensed mortgage lender, which is licensed or otherwise exempt from state licensing in the states in which it originates mortgage loans. All real estate services are provided by Service Realty LLC, Jaclyn Katz, a state licensed real estate company, which is licensed in the states in which it provides real estate services. All in-home health care services are provided by Qualicare Family HomeCare, Jen Krum, a state licensed Registered Nurse, which is licensed in the states in which it provides in-home health care services. All funeral and cremation services are provided by Dahl Funeral and Cremation Service, Karen Johnson, a state licensed funeral and cremation company, which is licensed in the states in which it provides funeral and cremation services. This is a joint educational effort. Originator, realtor, in-home health care and funeral-cremation service providers are not affiliated, the service providers have not received any compensation or other incentive from one another to provide this joint educational effort. Nothing herein shall construed as an endorsement. Consumers can shop for applicable settlement and other service providers.
This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
© 2019 Reverse Mortgage Funding LLC, 1455 Broad St., 2nd Floor, Bloomfield, NJ 07003, 1-888-494-0882. Company NMLS ID # 1019941. www.nmlsconsumeraccess.org. Not all products and options are available in all states. Terms subject to change without notice. Certain conditions and fees apply. This is not a loan commitment. All loans subject to approval. L2500-Exp032020