Using a Home Equity Conversion Mortgage for Charitable Donations

April 11, 2018

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
Johnson, Pope, Bokor, Ruppel & Burns, LLP
Saint Leo University
The Bank of Tampa
USF Foundation, Office of Gift Planning
Wells Fargo Private Bank

BIO:

Steve brings nearly a decade of reverse mortgage experience, most recently as the head of Generation Mortgage’s Wholesale Division and prior to that, as a Regional Wholesale Account Manager for Financial Freedom Senior Funding. He established the largest wholesale production channels in each company.

Steve has more than 30 years’ experience in sales management, with a 20-year career on Wall Street as an Investment Analyst and as a Managing Partner for a financial planning/investment management firm. In that capacity, he began to successfully incorporate the reverse mortgage as a wealth management tool.

Steve is fully committed to educating and expanding reverse mortgage applications throughout the financial planning and related investment markets.

Steve majored in Business Administration at St. John Fisher College, and currently resides in Windsor, CT.

Reservation Deadline:  Friday, April 6, 2018

Reservations made before the reservation deadline:

$25.00 Members | $30.00 Guests