MCLE: San Luis Obispo County Bar Association, Estates & Trust Section

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MCLE: San Luis Obispo County Bar Association, Estates & Trust Section

September 26, 2018 @ 12:00 pm - 1:15 pm

Free – $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:
  • Lunch
  • Program materials will provided at the meeting
  • One (1.0) hour of total MCLE credit
The SLO County Bar Association is a California State Bar approved MCLE provider. This program qualifies for one (1.0) hour of MCLE credit.
*SLO County Judges, active and retired, are invited to attend this program without charge and can register on the link provided.
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Details

Date:
September 26, 2018
Time:
12:00 pm - 1:15 pm
Cost:
Free – $30.00
Event Categories:
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Venue

San Luis Obispo Masonic Lodge
859 Marsh Street
San Luis Obispo, CA 93401 United States
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