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Seminars

We strive to exceed your expectations!

At Legacy Financial Services, we value our clients and strive to meet their needs.  That is why we regularly hold informative seminars, taught by Deborah McNaughton, host of the Money Manager show on KKLA 99.5 FM.  For information regarding upcoming seminars, call our office at 877-740-3328.  Current seminars are posted below.

Seminars for homeowners and home purchases!

Each seminar will include the following sessions:

Session 1: Reverse Mortgages

Get your questions answered and find out if a reverse mortgage is right for you.  Come alone or bring your son or daughter with you!  Join us for a free seminar discussing:

  • What are the benefits of a reverse mortgage?
     

  • Facts and myths of reverse mortgages.
     

  • Who is eligible?
     

  • Draw options for reverse mortgages.
     

  • And much, much more.

Session 2: Home Loans – FHA, Conventional, Purchases & Refinances

Whether looking to refinance or purchase your home, your questions will be answered and you will be empowered to make the right decision on what loan is best for you.  The informative seminar will cover:

  • Loans for borrowers with less than perfect credit.
     

  • Up to 97% loan amounts.
     

  • Current eligibility requirements for home loans.
     

  • Refinancing options for negative amortization mortgages, adjustable loans and getting cash to pay off credit card debt.
     

  • Increased loan limits up to $729,000 in some areas until the end of the year.

All attendees will receive a free copy of Your Financial Future video series. The seminars will be held from 6:30 PM to 8:30 PM at the following locations and coffee, tea and dessert will be served:

Thursday, July 24th from 6:30-8:30 PM at Glendale Hilton Hotel: 100 W. Glenoaks Blvd., Glendale, CA 91202

Saturday, July 26th from 3-5 PM at Legacy Financial Services: 711 W. Kimberly Avenue., Suite 155, Placentia, CA 92870

Please call our office at (877) 740-3328 to RSVP by June 21st.  Seating is limited.

 
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