Reverse Mortgages

Attorney Suzanne Sayward’s Smart Counsel interview with Steve Pepe from Longbridge Financial, LLC.

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This week we feature Attorney Suzanne Sayward’s Smart Counsel interview with Steve Pepe from Longbridge Financial, LLC. Sue and Steve discuss Reverse Mortgages and how you might use one to help you in your planning. We appreciate Steve taking the time to share his experience and knowledge with us.

Longbridge Financial, LLC is a leading lender devoted to responsibly advising retired homeowners in reshaping their retirement plans by educating them on Home Equity Conversion Mortgages (HECM) — and assisting them in unlocking the strength of their home.

Learn more: https://agents.longbridge-financial.com/steve-pepe/

Smart Counsel Series: The Nuts and Bolts of Reverse Mortgages and When to Use Them

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To our Clients and Friends:

Please join us for the next presentation in our Smart Counsel Series on Thursday, September 15, 2022, from 6:00 p.m. to 7:00 p.m. virtually via Zoom. 

Learn about reverse mortgages and when they may be beneficial in connection with long-term care planning by joining us for this program, The Nuts and Bolts of Reverse Mortgages and When to Use Them. 

Reverse Mortgage (HECM) Loan Specialist Stephen R. Pepe, JD, of Reverse Mortgage Funding LLC and Attorney Abigail V. Poole will discuss the basics of reverse mortgages and when they may be a good option to protect assets from being spent-down on long-term care costs. Attendees will have an opportunity to ask questions.

Contact Holly Hayes at 781/461-1020 or hayes@ssbllc.com to reserve a spot for you and a friend.   

Suzanne R. Sayward
Maria C. Baler
Abigail V.  Poole
Megan L. Bartholomew

Wills • Trusts • Elder Law • Long-Term Care Planning • Estates

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