The following is a list of seminars we teach to Consumers and Business Professionals that include Realtors, Financial Planners, Tax Planners and Estate Planners…
If your interested in any of these, please let us know.
Seminars for Consumers…
- The Path to Successful Home Ownership (Great for 1st Time Home Buyers)
- Creating Passive Income Through Investment Property (Great for Diversification and Tax Benefits)
- Age in Place or Right Sizing? (Help’s Seniors and Empty Nesters Review Financial Options in Owning Real Estate)
- How to Help Your Kids Buy in Today’s Market – “Give a Hand-Up vs a Hand-Out”! (Provides Options to Help Your Kids buy Locally)
Seminars for Business Professionals:
- Build a Better Business with Your “Sphere of Influence” (Building a Solid Business Platform)
- Stocks, Real Estate and Lending (Keeping Informed About Your Local Market)
- The Power of Follow-Up – (Improving Ones Sales and Annual Closings)
- Building Your Social Media Platform to Generate More Business.
Any questions or to discuss the above further, please let us know. Thanks.
Senior Mortgage Advisor
650-465-8957 c 408-377-4123 o
CA DRE #01165697 NMLS #121019
101 Loan – 14435 C Big Basin Way, Saratoga, CA 95070
- Residential Financing for Purchases and Refinances on 1 to 4 unit properties.
- Reverse Mortgage Financing to include Conforming, Jumbo, HELOC Jumbo’s.
- Commercial & SBA Financing to include Multifamily, Office, Retail and Light Industrial.
- Access to over 50 banks with over 300 “Five Star” Reviews on Yelp, Google, Facebook and Linkedin.