Champagne & Conversation. Your Home. Your Money. Your Legacy.

Join us for a free, informative, and elegant morning designed specifically for homeowners 55+ who want to make smarter decisions about their home, finances, and future. Not yet 55? You are still welcome to attend!

Whether you're thinking about downsizing, passing wealth to your family, exploring your home's equity, or simply getting your affairs in order — this workshop was made for you.

📆 Date Saturday, October 17, 2026

⏰ Time 11:00 AM – 12:30 PM

📍 Location Woodland Estates Clubhouse

🗺️ Address 2494 Oakes Dr, Hayward, CA 94542

💰 Cost FREE + Raffle Prizes

🍽️ Food Complimentary Brunch Provided

🪑 Seating Limited — RSVP Required

This power-packed 90-minute workshop covers the topics that matter most to homeowners in their prime years:

• 🏡 Bay Area Real Estate Market Overview — What's happening now and what it means for you
• 📜 Estate Planning & Trusts — How to protect your assets and ensure your wishes are honored
• 💰 Financial Planning — Building a roadmap for retirement and what comes next
• 🔄 Proposition 19 — How it affects property tax transfers between family members
• 🏦 Reverse Mortgages & Lending Options — Unlocking your home's equity on your terms

You'll hear directly from a powerhouse panel of local professionals:

• 👨‍⚖️ Jay Roadarmel | LifePlan Lawyer, PC — Trust & Estate Attorney
• 💼 Jason Matthews | Matthews Financial & Insurance Solutions — Financial Advisor
• 🏦 Maggie Castillo | New American Funding — Reverse Mortgage Specialist
• 🏦 Rodney Kearney | In Touch Financial Services — Lending Specialist
• 🏡 Rogeair (Ro) Purnell | Vetted Real Estate — Co-Host & Moderator
• 🏡 Jamie Thomas | eXp Realty — Co-Host
• 🏡 Nishant Krishali | eXp Realty — Co-Host

11:00 AM 🥂 Sip & Mingle + Welcome Introductions

11:10 AM 🏡The Real Estate Pictures

11:20 AM 📜 Estate Planning & Trusts

11:40 AM 💰 Your Financial Roadmap

12:00 PM 🏦 Lending & Reverse Mortgages

12:20 PM ❓ Open Panel Q&A

12:30 PM 🎉 Closing & Mix & Mingle

Enjoy a complimentary brunch provided by Vetted Real Estate & eXp Realty while you connect with speakers, neighbors, and fellow homeowners in a warm, welcoming setting. This is more than a workshop — it's a conversation worth having.

This is a small, intimate event and seats will fill quickly. 📲 Register here: https://bit.ly/4wNngn9

Vetted Real Estate | eXp Realty Rogeair (Ro) Purnell | Jamie Thomas | Nishant Krishali

Event venue & nearby stays

2494 Oakes Dr, 2494 Oakes Drive, Hayward, United States

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