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Retirement Lifestyle Workshop: Planning for Tomorrow’s Care and Financing
February 7 @ 11:30 am - 1:00 pm
Retirement Lifestyle Workshop: Planning for Tomorrow’s Care and Financing
Don’t let your future plans develop by chance! Join our workshop with experts on Medicare, in-home care, and Home Equity Conversion Mortgages to learn what to expect when it comes to health in retirement and how to finance your future needs. Design a retirement lifestyle you love!
Who Should Attend:
Individuals 55+ and/or family members caring for an older loved one
Learn:
- The latest in Medicare, recent changes, and how to choose the right plan for you
- In-home care solutions to provide for daily needs and comfort
- Financial strategies to fund future medical costs, in-home care, and create monthly cash flow
- And much more!
Hosted by: Jim Robeson the Medicare Answer Guy, Daniel Williams with Elite Home Care, and Shanne Sleder with RWM Home Loans
Host Information:
Jim Robeson – A veteran in the insurance field since 1978, Jim (CLU, ChFC) prioritizes your well-being above all. His expertise in Medicare, coupled with his personal understanding as a beneficiary, empowers him to be your advocate and simplify the complexities. Jim’s unwavering dedication to client service, competence, and clarity has earned him the trust of countless individuals. Let him navigate the Medicare maze for you with confidence.
Daniel Williams – As owner of Elite Home Care, a trusted resource for families in San Diego, Daniel champions dignified aging, offering personalized in-home care. Daniel has curated a team of screened, trained, and compassionate caregivers who enable seniors to live their best lives by assisting with daily activities and fostering independence.
Shanne Sleder – A San Diego native and mortgage advisor, focuses on crafting personalized financing solutions with outstanding service. Shanne has specialized in Home Equity Conversion Mortgages for seniors for 17 years, helping to create retirement opportunities with less stress and anxiety. Shanne is your trusted partner in navigating the mortgage journey with ease.
When: February 7th 11:30 AM – 1 PM & February 10th, 10:30 AM – 12 PM
Where: San Diego Oasis Rancho Bernardo, 17170 Bernardo Center Dr, San Diego, CA 92128
RWM Home Loans Information:
11234 El Camino Real, San Diego, CA 92130
Residential Wholesale Mortgage, Inc. dba RWM Home Loans is licensed by the CA Department of Real Estate #01174642 and the CA Department of Financial Protection and Innovation under the California Mortgage Lending Act NMLS #79445. For licensing information, please visit nmlsconsumeraccess.org.
For More Information Contact:
Shanne Sleder, Team Sleder, NMLS#: 239958 | DRE #: 01346265
858.829.7186
ShanneS.rwmloans.com
ShanneS@rwmloans.com