About this Event
Reverse mortgages are widely discussed — and often misunderstood.
This educational Lunch & Learn is designed for homeowners age 62+ who want clear, balanced information about how reverse mortgages actually work, when they may (or may not) make sense, and how they can affect long-term retirement cash flow.
We’ll cover common myths, risks, costs, and recent program updates — including traditional 62+ programs, proprietary options that may begin at age 55, and reverse mortgage purchase strategies for those considering a move.
The goal is to help you understand your options so you can make informed decisions with confidence.
Presented by Dan Kapellen, Certified Reverse Mortgage Specialist and Amazon #1 Best Selling author of The Housing Wealth Advice That Retirees Never Get.
No obligation. No sales pitch. Just clarity.
What to Expect
- A clear, easy-to-understand presentation
- Real-world examples relevant to homeowners in The Villages
- Time for Q&A
- A comfortable setting with lunch provided
Who Should Attend
- Homeowners age 62+
- And those 55+ exploring proprietary options
Space is limited to allow time for thoughtful questions.
Agenda
Lunch included.
Info: Welcome
1️⃣ Welcome & Overview
• Get settled, order lunch
• What we’ll cover — and what we won’t
2️⃣ Reverse Mortgages Explained (Plain English)
• What a reverse mortgage actually is
• How it compares to a traditional mortgage
• What happens to the loan balance over time
3️⃣ Myths vs. Facts
• “The bank takes your house”
• “Your kids get nothing”
• “There are hidden fees”
• Why these myths persist
4️⃣ When It Can Help — and When It Shouldn’t
• Improving monthly cash flow
• Handling unexpected expenses
• Staying in your home longer
• Situations where other options may be better
(selling, refinancing, HELOCs, doing nothing)
5️⃣ Timing, Goals & Smart Decision-Making
• Why the right time matters
• How to evaluate if it fits your situation
6️⃣ Open Q&A
Your questions answered.
No obligation. No pressure.
Event Venue & Nearby Stays
Bob Evans, 360 Colony Boulevard, The Villages, United States
USD 0.00
