Retirements Next Steps Workshop

Join DeGeorge Partners for our monthly Retirement's Next Steps Workshop, a dedicated resource for retirees seeking clarity and guidance. Navigating the wide array of companies, products, and services available in retirement can be overwhelming. This interactive session connects you directly with local industry experts who will help you filter through the noise and discover the exact tools, strategies, and resources you need to make the most of your retirement years.

Industry Expert Richelle "Reverse Richelle" Hopkins of Mutual of Omaha - How have reverse mortgages evolved into a powerful financial tool?  Take a deep dive into their modern uses, the innovative options of using a reverse mortgage to purchase a new home, and how to offer retirees more flexibility and financial freedom.