Orange County-Long Beach Chapter ElderCare Committee
1.5 Credits…Continuing Professional Education
TOPIC: Making More Cents of Reverse Mortgages
SPEAKER: Lance Jackson, CPA / So Cal Manager Reverse Mortgage Dept
of Wells Fargo Bank
NOTE NEW MEETING DATE!
Date: Tuesday, May 4, 2004
Time: 11:45 a.m. – 1:45 p.m.
Place: The Revere House (714) 543-9319
900 W. First Street. Tustin, California
Lance Jackson will be with us for this lunch presentation about the
nuts and bolts in the world of Reverse Mortgages. Most every
practitioner has had to field questions about reverse mortgages and
Lance will be discussing those things you will want to know.
Qualifying and financing requirements, loan terms, costs, borrower
options and case studies will be followed by Q&A. Lance currently
manages the Southern California division of Wells Fargo Bank's
reverse mortgage operations. This is an outstanding opportunity to
learn about the financial choices available to
your senior clients and our aging population.
Cost: $25.00–Early bird Price for RSVP on or before Wednesday, April
28, 2004 ($30.00 at the door or after early bird date / $35.00 non-
member price)
Make Checks payable to: CalCPA
Please mail to MySeniorCareAdvisor, P.O. Box 371, Tustin, CA 92781
The ElderCare Committee appreciates your participation and support of
the broad range of professional disciplines presented.
Lunch is included with presentation/Improved Revere House menu!
For Reservations please call Sue at MySeniorCareAdvisors
(714) 544-1844 or (800) 927-2829 Or by E-mail to:
Seminars@...