NexGen - Lunch & Learn with CE // First Time Home Buyer Mortgage Planning Case Studies

May 30, 2019
12:00 PM - 1:00 PM
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9350 Waxie Way, Suite 500
San Diego , CA 92123

Join us Thursday, May 30th from 12pm to 1pm as we examine how proper mortgage planning can help first time home buyer clients make smarter choices and earn 1 CE Credit. Sarah Lindsey from Synergy One Lending will be leading the case study. 

During the 60-minute case study we discuss four cases that cover: 

  • 30 year mortgage vs. 15 year mortgage
  • Points vs. No Points
  • 20% Down Payment vs. 5% Down Payment
  • FHA mortgage vs. Conventional mortgage


You'll be able to identify the financial planning implications of these mortgage options, and you'll be better equipped to help clients manage their single largest debt (mortgage) and their single largest asset (home)

Lunch will be provided. We are excited to see you there!!


$0.00 Member Price

$0.00 Guest Price