Broker Check
23 Oct
Planning and Protecting Your Financial Future

Description

Please Join Us! You are invited to attend this upcoming seminar presented by two professionals from the mortgage and financial planning industries as they discuss two important topics: financial planning and the home ownership process. Become empowered by planning for and protecting your financial future!! 

Preparing for Real Estate Ownership with Financial Planning

Mortgage Financing Presentation:
  • Understanding the home ownership process
  • Which mortgage loan is best for ME?
  • Learn how to create passive income and generational wealth through real estate investment
  • Three empowering benefits of working with a mortgage consultant like ME
*Presented by: Emily Rosales, Mortgage Consultant (CA NMLS LIC# 1835298) | Hometown Equity Mortgage, LLC (NMLS LIC# 133519 dba MEMortgage)

Financial Planning Presentation:
  • Understanding financial planning
  • How can a financial plan help me?
  • How can an estate plan protect me?
  • What are the benefits of working with a professional financial planning firm like Two Pillars?
Presented by: Carlos Lopez Jr. CKA® || Two Pillars Asset Management

Agenda:
  • 10am - Reception
  • 10:30am - Presentations
  • 11:30am - Panel Q&A
  • 12pm - Seminar Concludes
*Emily Rosales and Hometown Equity Mortgage, LLC (dba ME Mortgage) are not affiliated with Two Pillars Asset Management.

Date and Time

Sat, Oct 23, 2021

10:00a - 12:00p PST

Location

The Atrium Business Court

6528 Greenleaf Avenue
Upstairs Conference Room
Whittier , CA 90601

Note

3-hour parking is available on both sides of the building in the nearby parking lots on both Bright and Comstock Aves. Otherwise, Greenleaf Ave. street parking is limited. Please drive safe!

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