Annual Meeting and Holiday Party
Join us for a presentation by Cindy Polverino, a mortgage industry veteran with more than 20 years of experience helping clients navigate complex lending and home financing decisions.
Cindy will explore how estate planning professionals can apply a fiduciary mindset when evaluating home equity as a strategic asset. Attendees will learn how modern reverse mortgages can help clients preserve wealth, create financial flexibility, and safely age in place, while uncovering new opportunities to enhance estate planning outcomes.