Chalk Talk: Reverse Mortgages!

Chalk Talk: Reverse Mortgages!

“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting, Free to ongoing clients; $10 for guests

Email us for the recording!

Reverse Mortgages!

Hosted by: Cynthia Flannigan, CFP®

Guest commentator: Homa Rassouli
Reverse Mortgage Specialist, Mutual of Omaha

As a homeowner, you are building equity in your home. This is an asset that, if needed, can be accessed as a valuable cash flow for seniors in retirement to meet your living expenses or goals. This session will help answer the questions:

  • What is a Reverse Mortgage?
  • What are the risks and benefits?
  • How can you use a Reverse Mortgage?

You’ll also come away from the session with a better understanding of the rates and fees associated with setting up this tool.

With more than 38 years in the financial services and mortgage industry, the last 16 exclusively in the Reverse Mortgage business, Homa brings extensive knowledge and expertise to her clients. Homa’s goal is to transform and provide peace of mind to the lives of her clients with the benefits of a Reverse Mortgage. She provides the education clients deserve so they can make wise and informed decisions. Whether they are looking to have more spending power by eliminating their monthly mortgage payments, extend a retirement portfolio or simply age in place, Homa makes recommendations that suit each client’s individual needs. “The best part about my job is seeing how a client’s Reverse Mortgage allows them security and a more enjoyable life.” Homa began her career at Wells Fargo Bank, where she received the designation of “Top Producer” for more than 10 of those years. She presently works for Mutual of Omaha Reverse Mortgage.

Homa has been the recipient of the prestigious “President’s Club” honor for the past 16 consecutive years. She is a board member for Financial Planners Association, San Francisco Chapter and is fully committed to helping her community. She gives back to the community as a Rotarian and is involved with Novato and San Rafael Chambers of Commerce, The National Association of Insurance and Financial Advisors for Marin and North Bay and is an exclusive affiliate with the Marin Bar Association. Homa is also actively engaged with The Marin Realtors, North Bay Realtors, Women Council of Realtors, CAL CPA, and Section on Aging just to name a few.

Homa holds a Bachelor of Business Administration in Management and Finance from Gannon University in Erie, PA. She spends much of her free time with her family, especially her three grandchildren, Sofia, age 14, Ellie 10 and Sebastian, 8 years old.

You may contact Homa at 415-717-4618 or by e-mail at to learn more about Reverse Mortgage.

Cynthia Flannigan
Cynthia Flannigan

Cynthia made the shift to financial planning to guide clients through making good financial decisions through both grim and exciting changes in life. More than anything, she thrives on helping people. She obtained her CFP designation in 2008 and completed a masters in financial planning and taxation at Golden Gate University.

Get Started with Cynthia

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