Reverse Mortgages PLUS- Don McCue

09/16/2026

🎯San Bernardino Estate Planning Council monthly speaker luncheon privileged to have the esteemed Matthew Burke shared with us the latest and not always greatest changes in property tax law affecting reassasments and transfer of ownership 🧩

💯A big thank you to our President Charlotte Volsch for your leadership.🤩

https://lnkd.in/gwyXfXhU Charlotte

https://lnkd.in/gQY_FFNi Matthew

https://lnkd.in/dXickW-u SBEPCBIGHORN Golf Club

09/16/2026

🎯San Bernardino Estate Planning Council monthly speaker luncheon privileged to have the esteemed Matthew Burke share with us the latest and not always greatest changes in property tax law affecting reassasments and transfer of ownership 🧩

💯A big thank you to our President Charlotte Volsch for your leadership.🤩

https://www.linkedin.com/in/charlotte-volsch-279398390

https://www.linkedin.com/in/matthewburketaxlawyer

http://www.epcsanbernardino.org

09/16/2026

🤩Hollywood Provisors led by our inimitable group leader Will Tiao our presenter Grace Lee Eagle Strategies shared on the massive growing need for planning retirement that incorporates long-term care strategies.🧩

09/16/2026

🤩Oneonta Club monthly dinner happy hour great food live entertainment songfest come join us. Our guest presenter nationally acclaimed magician  who has performed in venues from San Francisco to New York to Las Vegas…Nathan Segal what a night of entertainment as we somberly honored one of legendary members passing Mr. Rodney Quentin Thompson thanks for memories 🎩

A big shout out to our President Kristofer Maines for another great meeting

https://www.linkedin.com/in/nathaniel-segal-351b375b

https://www.oneontaclub.org

09/15/2026

Your credit score matters -- but it's not the only thing lenders review. From job history to savings, this week's newsletter breaks down five factors that shape a mortgage approval.

Here's what else underwriters review before approval.

09/14/2026

🇺🇸Congress Member Judy Chu annual supporters event NAIFA was representing fabulous food entertainment guests💯

09/13/2026

Sign up and stay tuned for this week's posts.

09/13/2026

A benefit to being a member of NAIFA is that it facilitates easy access to leadership skills development. For advisors in all career stages, whether just starting out, 5 years in, or a veteran of more than 10 years, the NAIFA calendar is replete with professional development programs designed specifically for developing upper management and operational skill-sets.

From the annual National Leadership Conference to the advanced FSP Institute, the founder/CEO/owner benefits greatly from becoming a NAIFA member via programming that is tuned directly to your career progression. Learn more about professional development with NAIFA by visiting https://hubs.ly/Q04x8M6b0.

09/13/2026