Chalk Talk: Reverse Mortgages!
April 4, 2023
“Main Street Chalk Talk”
MainStreet Financial Planning Discussion Club
when: 4-18-23 Tuesday 7:30 p.m. Eastern Standard Time. 4:30 PM (Pacific)
~30-45 minutes
Recorded and available for 1 week
how: Zoom meetings, free for ongoing customers.$10 for guests
Reverse Mortgage!
Hosted by: Cynthia Flanigan, CFP®
Guest commentator: Homa Lassoli
Reverse Mortgage Specialist, Mutual in Omaha
As a homeowner, you are building an asset in your home. This is an asset that seniors in retirement can access as a valuable cash flow for living expenses and to meet their goals, if needed. This session will help answer the following questions:
- What is a reverse mortgage?
- What are the risks and benefits?
- How to use a reverse mortgage?
You can also end the session with a better understanding of the rates and fees associated with setting up this tool.
With over 38 years in the financial services and mortgage industry, the last 16 exclusively in the reverse mortgage business, Homa brings extensive knowledge and expertise to clients. Homa’s goal is to transform their customers’ lives and provide peace of mind with the benefits of a reverse mortgage. She provides her clients with the education they deserve so they can make smart and informed decisions. Whether you want to increase your purchasing power by eliminating monthly mortgage payments, extend your retirement portfolio, or simply grow older, Homa has a proposition tailored to each client’s individual needs. to hold. “The best part of my job is seeing my clients reverse her mortgages and how they enable them to live safer and more enjoyable lives.” Homa started her career at Wells Fargo Bank, There she won the title of “Top Producer” for over ten years. She currently works for the Mutual of Omaha Reverse Mortgage.
Homa has been awarded the prestigious “President’s Club” honor for the last 16 consecutive years. She is a board member of the San Francisco Chapter of the Association of Financial Planners and is committed to helping her community. As a Rotarian, she gives back to her community and is involved with the Novato and San Rafael Chambers of Commerce, the National Association of Marin and North Bay Insurance and Financial Advisors, and the exclusive association of the Marin Bar Association. Company. Homa is also actively involved with Marine Realtors, North Bay Realtors, Women’s Council of Realtors, CAL CPA, and the Aging Section, just to name a few.
Homa holds a Bachelor of Business Administration degree in Management and Finance from Gannon College in Erie, Pennsylvania. She spends much of her free time with her family. She especially spends time with her three grandchildren, Sophia, 14, Ellie, 10, and Sebastian, 8.
For more information on reverse mortgages, please contact Homa at 415-717-4618 or email hrassouli@mutualmortgage.com.
