ESTATE PLANNING COUNCIL OF SOUTHEAST DENVER

Program:

"Reverse Mortgage Basics"

Reverse Mortgage Basics is designed to provide practical education on the basics of a reverse mortgage. This presentation will cover specifics that are unique to underwriting and qualifications: what it is, what it is not, property eligibility, different ways people are utilizing these programs, financial assessments, and real world examples of the program. 

Presented By:

Zach P. Smith is the Broker/owner of Chariot Financial located in Lakewood, Colorado. He has been in the Mortgage and Real Estate industry since May of 2003 after he graduated from Colorado State University. He specializes in reverse mortgage loans.

His goal is always the same – provide useful and reliable information so the Customer can make an informed decision before entering into a real estate transaction. This includes providing estimates of what the monthly mortgage payment would be on a wide range of pre-approved prices, as well as estimating the closing costs and down payment needs so there are no surprises at closing.

Living in Colorado since 1988, Zach enjoys the outdoors; hiking, biking, birding, snowshoeing. Producing music and spending time with friends and family are some of his favorite things to do as well. He and his Wife Brenna of 10 years live with their son Elijah in Littleton, CO. Zach is truly at your service and you can count on him to assist in accomplishing your Mortgage goals whatever they may be.

Sponsor:

A special thank you to our generous 2022 sponsor:  

Meeting Schedule:

7:30 a.m. - 8:00 a.m.: Networking 
8:00 a.m. - 9:00 a.m.: Speaker presentation 

Meeting Registration:

Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.

Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." 

Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!

** Please note that we are going to start taking photos at events for the website. If you don't want us to use your photo, please let a board member know.