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MCLE: San Luis Obispo County Bar Association, Estates & Trust Section
September 26, 2018 @ 12:00 pm - 1:15 pmFree – $30.00
Subject: Reverse Mortgages & Estate Planning – A Review of Reverse Mortgages vs Alternatives
Mr. Poyntz will discuss the truth and fiction associated with this generally misunderstood and often maligned financial tool and how a senior homeowner can plan for, and use, financial products to stay in their home.
Guest speaker: Michael Poyntz, NMLS – Certified Loan Officer
Michael Poyntz is a finance and risk management professional with twelve years of experience in the field, presently serving the SLO community as a Mortgage Loan Officer at Central Coast Lending. A board member at Home Builder’s Association on the Central Coast, he is a former Risk Advisor with Morris & Garritano Isurance, a former Principal at RL Insurance Associates, and the former President of SLO Tech Networking.
Registration Fee Includes:
- Program materials will provided at the meeting
- One (1.0) hour of total MCLE credit