Seminar Presentations for Seniors

More Than a Presentation — It's a Conversation

There is a lot of information available online, but sometimes the most valuable part of learning is having the opportunity to ask questions, hear other people's questions and discuss how the information may apply in real-life situations.

My seminars are designed to be interactive and conversational, not simply a presentation of slides. The presentation provides a framework for the topic, but the discussions that develop during the seminar are often where some of the most useful information is shared.

Participants are encouraged to ask questions, discuss concerns and explore different scenarios. One person's question often leads to a conversation that benefits everyone in the room—and may bring up an issue others had not even considered.

Whether the audience is a group of seniors, family members, Realtors, community residents or other professionals, the goal is to create an informative and comfortable environment where people can learn from both the presentation and each other.

Why Host a Seminar?

Because a website can provide information—but a conversation can help people understand how that information applies to them.

Knowledge Makes Planning Easier

Senior Planning Advisor offers informative, easy-to-understand presentations designed specifically for seniors, their families, and the communities that serve them. Topics focus on real-life decisions involving housing, finances, aging in place, downsizing, senior resources, and planning for the future.

Choose from one of the presentations below, or click here to request a seminar. Don't see the topic you're looking for? Let me know—I can create a presentation tailored to the needs and interests of your group.

Flexible Presentation Options 

• In-Person Presentations

• Virtual Webinars

• One-on-One Sessions

• By Appointment

• Large or Small Groups

Sample Presentations

This interactive seminar introduces Realtors® to Reverse for Purchase, including both HECM and available proprietary reverse mortgage options. We discuss how these programs may help eligible older buyers increase their purchasing power, preserve more of their available cash and purchase a new principal residence without required monthly principal and interest mortgage payments.

Realtors will learn how to recognize potential opportunities in their own client base, which properties may qualify, how the purchase transaction works, important contract and appraisal considerations, and when to bring a reverse mortgage professional into the conversation.

We will also discuss how working together and meeting with clients as a team can help uncover options the client may not have considered. You remain the client's Realtor while I help explore the reverse mortgage, financing and senior-planning side of the conversation.

The goal isn't to turn Realtors into reverse mortgage experts. It's to help you recognize when one more conversation could create an opportunity for your client—and potentially another real estate transaction