NSBF. Lifecycle Financing. Anatomy of the American Dream
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The stages of our lives create different challenges and opportunities for which we generally seek financing to supplement our savings and income. Let's examine three:
• Buying a first home
• Starting a new business
• Retirement
What are the traditional approaches to these challenges, and what are some non-traditional approaches that might present new opportunities?
Kim Carpentier is a mortgage loan officer with Cross Country Mortgage. His business career spans 35 years of business ownership and business consulting. His last company, Valley Credit Builders (est. 2010), helped many individuals and small business owners to repair and rebuild their credit. Many of his clients were referred by the mortgage industry which led to his appreciation of the complexities of the mortgage industry - and eventually to a successful transition into licensed Mortgage Loan Officer (NMLS #122345). O: 978-267-1473 Kim.Carpentier@myccmortgage.com
Brett Kirkpatrick (NMLS #38612) plumbed the complexities of the mortgage industry while buying a first home in 1989. In 1993, he originated his first professional mortgage, and since 2001 has specialized in helping senior homeowners with the FHA home equity conversion mortgage (HECM), the only federally insured reverse mortgage program. O: 800-599-8700 bkirkpatrick@harbormortgage.com
7:15 – 8:30 am. Come early and stay late.