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LIVE VIRTUAL EVENT

Reverse Mortgage 101

LIVE Class

A live educational webinar for homeowners in Southern California age 62 and older,

along with their families. During this session, you’ll receive a clear overview

of how reverse mortgages are structured, who may be eligible, and

the important considerations to review before making any decisions.

Tuesday, May 5th @ 1:00 PM

Live Online

Recieve Your FREE Reverse Mortgage Consumer Guide

What You Will Learn

Everything Needed to

Understand Reverse Mortgages

This educational event will cover all the elements of reverse mortgages, including eligibility guidelines, loan structure, borrower responsibilities, and general considerations.

Reverse Mortgage Cards
Fundamentals

Understanding Reverse Mortgages

Learn how reverse mortgages are structured, the different ways to access funds, and how repayment works.

Qualification

Eligibility Requirements

Review of guidelines and qualifications, including age requirements, property considerations, and occupancy standards.

Structure

Loan Structure & Disbursement Options

The common types of reverse mortgages, determining proceeds and how interest accrues.

Obligations

Costs and Ongoing Obligations

Understand fees, mortgage insurance, property requirements, and borrower responsibilities.

Estate

Impact on Heirs & Estate Planning

How a reverse mortgage affects home equity and all the options available to heirs.

FAQs

Common Questions & Misconceptions

Separate facts and the common misunderstandings about reverse mortgages.

Meet Your Host

Learn From a

Trusted Expert

James Eichenbaum

Mortgage & Real Estate Expert & Educator NMLS# 1178478

With 40 years in residential lending, James Eichenbaum has helped thousands of homeowners navigate mortgage decisions with confidence.

As the host of this educational session, James focuses on helping homeowners age 62 and better understand how reverse mortgages work, who they are designed for, and how they may fit into a long-term housing and retirement strategy. His approach is straight forward, informative, and centered on empowering homeowners and their families to make well-informed decisions.

Client Testimonials

Testimonial Cards

"Jim's ability to explain reverse mortgages clearly and patiently made a difficult process much easier to navigate. I finally feel confident about my retirement."

ML

Marcus L., 68

Webinar attendee · Retired teacher

"I had so many questions going in and Jim answered every single one without making me feel rushed. The webinar was worth every minute of my time."

BT

Barbara T., 72

Webinar attendee · Fixed income

"We unlocked equity we didn't know we had access to. Jim walked us through every step and we never felt pressured, just informed and supported."

RG

Robert & Gloria, 74

Webinar attendees · Homeowners

"I was skeptical at first, but the webinar cleared up every misconception I had. Jim's no-pressure approach gave me the space to make the right decision for my family."

DP

Dorothy P., 70

Webinar attendee · Widow & homeowner

"My kids were worried about us using a reverse mortgage. After attending Jim's webinar together, they completely changed their minds. He addressed every concern with honesty."

FN

Frank N., 76

Webinar attendee · Veteran & retiree

"The webinar gave me a completely new perspective on retirement planning. I finally understand how to use my home's equity as a financial tool, not just a place to live."

CW

Carol W., 67

Webinar attendee · Self-employed

Register Now

Attend This Educational Session

This live educational webinar is offered at no cost.

Advance registration is required to receive materials and access details prior to the session.

  • Free to attend

  • 60-minute LIVE educational webinar

  • LIVE Q & A session

  • Advance registration required

  • Complimentary 15 Page Reverse Mortgage Guide

We will Mail your FREE Consumer Guide & Informational Packet.

Country

Immediately receive by EMAIL & TEXT.

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Don't Miss This FREE Virtual Event

Secure your seat now and take the first step towards gaining a better understanding of reverse mortgage considerations.

LIVE VIRTUAL EVENT

Tuesday, May 5th @ 1:00 PM

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