Estate Planning with the HECM

Lunch & Learn: Estate Planning with the HECM

Join us for an informative presentation designed to help you understand the essentials of estate planning — and how your home’s equity can play a key role in reaching your financial and legacy goals.

You’ll learn the fundamental concepts, process, and tools of estate planning, plus the goals and objectives behind building a strong plan. We’ll also explore how a Home Equity Conversion Mortgage (HECM) —a federally insured reverse mortgage loan designed for homeowners 62+— may align with those goals, such as preserving cash flow, funding in-home care, coordinating with trusts, or supporting beneficiary strategies.

*This session is educational and does not constitute tax and/or financial advice from Fairway Home Mortgage. Please consult a tax and/or financial advisor regarding your specific situation.

This event is free and open to the public. Lunch will be provided.

Meet the Presenters:

Anne Byrne, Estate Planning Attorney, Byrne Law Office, LLC
Anne will cover the basics of estate planning, helping you understand essential documents, how to protect your assets, and how to ensure your plans reflect your wishes.

Dominic DesMarais, Branch Manager | NMLS# 379194, Fairway Home Mortgage
Dominic will explain the fundamentals of the HECM program and how it can provide financial flexibility for homeowners aged 62 and older.

Event Details:

• Date: Wednesday, November19th
• Time: 12 - 1:30 PM
• Location: 12800 Whitewater Dr, Suite 100 | Minnetonka, MN 55343

We hope you’re able to join us!

Presented by:

Dominic DesMarais

Branch Manager | NMLS 379194

Fairway Home Mortgage

4445 W 77th St, Suite 105

Edina, MN 55435

Email: dominicd@fairwaymc.com

Office# 952-562-1500

Copyright©2025 Fairway Independent Mortgage Corporation doing business as Fairway Home Mortgage. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. All rights reserved. Fairway is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Equal Housing Opportunity.