Golden Valley Country ClubP u r c h a s e
W e b i n a r
followed by Pro Bono Workshop:
Getting to Know Local Organizations
7:30 am - 10:00 am
HR 1: Mechanics & Real Life Strategies Using Reverse Mortgage with presenter Alina Passarelli
This session provides an overview of the FHA insured reverse mortgage product called an HECM; including the purpose and evolution of its development, consumer safeguards, HUD’s involvement and the regulatory environment for this product.
The program offers an understanding of reverse mortgage mechanics; Consumer and property qualification, funds allocation, maturity date and repayment options, along with analytical skills to aid in utilizing this product as a retirement planning tool.
HR 2: Transferring Special Real Estate Assets in an Estate Plan with Presenter Rachel Dahl
Often times, one of the largest assets a client will own is real estate. Understanding the different types of real estate ownership and the different forms of real estate a client may have in their portfolio is critical in order to properly advise clients from a financial and estate planning perspective.
Thanks to our June Host & Platinum Partner:
Summit Brewery in St. Paul
FPA of MN NexGen will be hosting a networking event on Wednesday, June 28th at Summit Brewing Company in Saint Paul from 5 – 7 PM.
Meet at the Taproom for networking around 5 PM, followed by a brief brewery tour. FPA of MN members AND non-members under age 36 are encouraged to attend. The cost for the event is $20. Beer and pizza will be included.
This event will be sponsored by our partner, John Zydowsky at Tradition Mortgage. Proceeds from the event will be donated to the charity of the year Homeward Bound.
Dress Code: Relaxed professional. It’s summer, it’s a brewery, it’s networking; so be comfortable!
Midland Hills in Roseville
Don’t miss the 18th Annual Golf Tournament. Plan to take a break to enjoy a day of golf at Midland Hills Golf Club in Roseville on Monday, August 7th.
This first-class tournament brings the Board Room outdoors so you can network with other financial and business professionals from around the state of Minnesota. The unique Scramble format opens the tournament up to golfers of all abilities.
For all of the non-golfers out there, we hope you will participate in the Bocce Ball tournament!
Minneapolis Convention Center