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Financing strategy

Free retirement workshop is May 22 in Fountain Hills

New installment explores reverse mortgages

Posted 5/9/25

On Thursday, May 22, local real estate expert Jill Templeton-Haislip, a Senior Real Estate Specialist and Resort & Second-Property Specialist, will host the latest installment of the Retirements …

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Financing strategy

Free retirement workshop is May 22 in Fountain Hills

New installment explores reverse mortgages

Posted

On Thursday, May 22, local real estate expert Jill Templeton-Haislip, a Senior Real Estate Specialist and Resort & Second-Property Specialist, will host the latest installment of the Retirements Next Steps Workshop.

This monthly series brings trusted industry professionals together to help adults age 55+ explore a unique home financing strategy: the Home Equity Conversion Mortgage (HECM) for purchase, a modern reverse mortgage option.

Richelle Hopkins, a HECM specialist with Mutual of Omaha Reverse Mortgages and a 20-year veteran in the field, will guide attendees through how this loan can help older adults purchase their ideal retirement home without monthly mortgage payments for life.

“This loan option is a game-changer,” says Hopkins. “Buyers can make a one-time down payment of roughly 60% and never worry about a mortgage payment again. It’s ideal for those looking to right-size—whether that means downsizing to something easier to maintain, moving into a more modern home, or even upsizing into the luxury retirement lifestyle they’ve always wanted.”

Designed to educate and empower, the Retirements Next Steps Workshop is ideal for those who want a change in lifestyle or location but are uncertain about how to make the numbers work, according to a press release.

The event provides practical tools and expert insight to help attendees confidently plan their next move.

Retirements Next Steps Workshop is Wednesday, May 22, at DeGeorge Partners, Russ Lyon Sotheby’s International Realty, 16872 E. Avenue of the Fountains, Suite 103.

The workshop begins at 4 p.m. and seating is limited, so advanced registration is encouraged.

For more info and to register, contact Templeton-Haislip at 303-204-4432 or send an email to jill@degeorgepartners.com.

retirement, reverse mortgage, housing

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