The Reverse Mortgage Conversation Temecula

Get the real scoop on reverse mortgages—what’s true, what’s not, and what no one’s telling you.

Hosted by Jeff Cota, with CrossCountry Mortgage, presented by Brady Mullen, Retired Financial Advisor, Accountant & Best-Selling Author

Reverse mortgages are everywhere and so are the opinions. But how much of what you’ve heard is accurate?

In this 2-hour CE class, retired financial advisor and accountant Brady Mullen, author of two best-selling books, “Real Decisions: The Financial Impact of Renting and Owning” and “Reverse Mortgages: The Financial Ugly Duckling” – takes real estate professionals behind the curtain for a clear, balanced look at reverse mortgages.

You’ll also see how reverse mortgages can open new opportunities for clients who may be looking for the right home for their retirement years.

This isn’t a sales pitch. It’s a chance to hear from someone who’s spent nearly two decades helping clients make major financial decisions and now leads conversations with financial advisors, accountants, attorneys, and real estate agents across the country.

Whether you’re skeptical, curious, or somewhere in between, you’ll walk away with a better understanding of how reverse mortgages really work, when they might be a solution for your clients, and what myths are getting in the way of good conversations.