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SoCalCGP Networking Mixer in Irvine
Thursday, February 29, 2024, 4:00 PM - 6:00 PM PST
Category: Events

Property Rich – Income Poor
Combining Life Estate and CGA Gifts – Better than a Reverse Mortgage

Providence Irvine
3345 Michelson Dr.
Irvine, CA 92612

The meeting will be in the Sage Room.

$15 Members/$25 Non-Members

Join us for the first regional mixer and education event of 2024, to network, enjoy light appetizers and a one-hour education program.

The educational portion of the program will discuss combining life estates with a CGA for donors that have a strong equity position in their home but need additional income -- better than a reverse mortgage.

Subjects include:

• Marketing.
• Proper donors.
• Due diligence in real estate.
• Evaluating risk and return.
• Funding the CGA portion.
• The process of creating and closing these gifts.
• Documents and agreements.
• Real life examples.

NOTE: this mixer is limited to 45 people! Don’t wait to register.

Special thanks to our venue host and presenter, Philip D. Barker, J.D., CFRE, Executive Director Estate and Gift Planning, South Division Foundations at Providence.