June 2025: Unlocking Home Equity & Support Systems for Aging in Place | Senior Truth Series

Unlocking Home Equity & Support Systems for Aging in Place

Wondering how to stay in your home longer—safely, comfortably, and financially secure? In this June Senior Truth Series seminar, we explore how your home can be one of your most powerful financial tools. Experts in mortgage lending, elder law, senior advocacy, and real estate share practical strategies to help you or your loved ones age in place with confidence.

Whether you're trying to understand reverse mortgages, looking for trusted professionals to support your aging journey, or needing guidance on estate planning and caregiving resources, this discussion is packed with value. You’ll walk away feeling more prepared, more empowered, and more connected.

This conversation was real, refreshing, and full of expert insight. If you’re thinking about what the future might look like—whether for you or someone you love—this is a must-watch session.

🔑 In this video, you'll learn:

• The differences between cash-out refinancing, HELOCs, and reverse mortgages

• Why reverse mortgages are safer than many people realize

• How to decide if aging in place is right for you

• The role of senior advocates when family isn’t nearby

• When home repairs are worth the investment

• How to avoid predatory financial and healthcare practices

• Why estate planning is essential (and where to start)

• Where to find trusted help for caregiving and placement options

📣 Expert Panelists

• Lee Smith with Fairway Mortgage is a reverse mortgage specialist who helps seniors understand and access their home equity as a financial resource. His clear explanations and myth-busting approach help older adults make informed, confident decisions about aging in place.
  

• Christina Wilkins is the COO of Advocates for Seniors, where she and her team serve as professional healthcare and financial advocates for older adults. She provides trusted support when family isn’t nearby, helping seniors navigate decisions with dignity and security.

💡 Key Takeaways:

🏡 Home Equity as a Financial Resource Your home isn’t just where you live—it may also be your greatest asset. Learn how options like reverse mortgages, HELOCs, and refinancing can help fund your retirement or care needs while allowing you to stay put.

🛡️ Reverse Mortgages Demystified Still unsure about reverse mortgages? Get clarity around common misconceptions. These loans are federally insured, require no monthly payments, and ensure you never owe more than your home’s value.

👩‍⚖️ Professional Advocacy: A “Family” When You Need One If your loved ones are far away, professionals like those at Advocates for Seniors can step in to help manage medical decisions, finances, and more—offering peace of mind for everyone involved.

📜 Estate Planning Isn’t Just for the Wealthy Having a power of attorney, a will, and a clear estate plan protects your wishes and eases future transitions for your family. Start planning today, even if you think it’s “too early.”

🚫 Avoiding Scams and Misinformation Seniors are often targets for scams. This seminar covers what to watch for, how to verify professionals, and how to build a network of trusted advisors.

🤝 Caregiving & Placement Resources From in-home care to assisted living placement specialists, there are more options than ever for finding the right support—tailored to your preferences, budget, and lifestyle.

📺 Watch the full seminar on YouTube: Unlocking Home Equity & Support Systems for Aging in Place

Visit www.SeniorTruthSeries.com for upcoming topics, dates, and past replays.

📅 Next Seminar: July 23, 2025 - Downsizing, Rightsizing & Simplifying