Caring in America

Reverse Mortgage

Listen to a Role Play.

The Prospect wants to tap into his Equity.

What will the Prospect say to the Reverse Mortgage Expert?

What questions will that Prospect ask?

What will the Prospect learn as they become a Client?

A great Conversation!

Kevin A. Guttman
Retirement Mortgage Specialist
877-251-9709 
reversemortgagerevolution.com

Our Website 
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The National Conversation on Aging and Care

Tues July 29, 2025 1PM ET

Educating America

Creating APlan2Age Coaches

Join us!

On Zoom

https://us06web.zoom.us/j/89953185911?pwd=c5fqjVmvvdvNr3wlYFEhZV69DTnhut.1

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Learn about Reverse Mortgages

Learn how their different from a forward Mortgage

Learn about paying "at the end"

Learn all the options of a Reverse Mortgage

Learn about "The New Reverse Mortgage"

Learn the Laws in place to safeguard the Homeowner

Learn about mandatory Counseling and other protections

Learn about a Modern Financial Retirement Tool

Learn about Non Recourse

Learn what happens if your property values going down

Learn about the Loan being "Upside Down"

Learn about the Homeowner being protected

Learn about different types of Reverse Mortgages

Learn about an option of a Line of Credit

Learn about it being a "Primary Residence"

Learn about the "Benefits" of a Reverse Mortgage

Learn about her 89 year old Mother-in-Law

Learn about selling the Loan at a Profit

Learn about a Divorced Borrow age 65

Learn about buying a 4-Plex and traveling

Learn about putting money in an account for your Kids

Learn about the Fees

Learn about the effect of rates that have fluctuated 

Learn about being older and having equity available 

Learn about refinancing a Reverse Mortgage

Learn about using the funds for so many things

760-803-2075

[email protected]

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
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Learn about our Co-Founder, Peter Ross

Learn about Senior Helpers

Learn abut it beginning with his Mother

Learn about looking for Care

Learn about 5 Business Ideas at Lunch in 2001

Learn about franchising in 2005

Learn about the changes in In-Home Care

Learn about the education of In-Home Care

Learn about why APlan2Age began and its formulation 

Learn why we shouldn't put off, talking about aging

Learn about Planning for Aging!

Learn about making the Golden Years--Golden!

Learn about the Family Conversation

Learn about living to 120+, really, yes!

Learn about the complexities of living that long

Learn about the tools within APlan2Age

Learn about the unfortunate "selfish conversations" within a family

Learn about Governmental Aging Programs

Learn about wanting and getting "Quality of Life"

Learn about the support we need as folks around us, age!

Learn about the National Conversation on Aging, Tues 7/29 at 1PM ET

Learn these call will take place every quarter, moving forward

Learn a Conversational Level knowledge, about the Complexities of Aging

Learn about Our Advisory Council

Learn about the question--How are we going to House and Care for over 100 million folks 50+

Learn about reality, Mom is aging and so are you!

Learn about Caring for Mom-from Long Distance, you need a Plan!

Learn about a process called Aging, that we will go through

Please share APlan2Age

www.aplan2age.org

www.seniorhelpers.com

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
https://www.linkedin.com/company/points-of-life/

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Learn about her Mother around 80

Learn about the feeling of "not being fine"

Learn about her Mother and her Doctors

Learn her Mother sill working until 83

Learn about realizing she has Dementia 

Learn about realizing you are a Caregiver

Learn about her Mother moving in

Learn about her Mother moving in, so Rosanne can see her family 

Learn about having to be "in it"

Learn about still "living life" and Caregiving

Learn about keeping relationships while Caregiving

Learn about the emotions the exist underneath Caregiving

Learn about Daughterhood starting in 2015

Learn about finding Daughterhood late at night

Learn about starting a "Circle"

Learn about navigating the practical and emotional part of Caregiving

Learn about the support Daughterhood provides

Learn about about 15-20 Circles a Month

Learn about validating your feelings

Learn about starting the Daughterhood the Podcast from the closet in 2019

Learn about feeling less alone

Learn about common issues like isolation, being overwhelmed, guilt and grief

Learn about being on an island by yourself

Learn about all the "Hats" the Caregiver must Wear

Learn Caregiving and Working

Learn about the fear of telling your Boss or HR that you are a Caregiver

Learn that 98% of Companies have No support for Employees who are Caregivers

Learn about adjusting your life as a Caregiver

Learn about Health Issues for Caregivers

Learn about worrying--So Much

Learn about a Plan and how it makes it easier

Learn about Conversations and Planning!!!

https://daughterhood.org/

[email protected]

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
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Learn about Elder Law

Learn about questions to the family

Learn about Medicaid for Skilled Nursing Care

Learn about Pre-Planning

Learn about planning or the lack of planning, in crisis

Learn about Medicaid which does not pay for Assisted Living or Memory Care

Learn about benefits from the VA, Aid and Attendance

Learn the VA will pay for Assisted Living and Care in the Home

Learn about 90 days and 1 day during a time of War

Learn about the money you can get

Learn about Estate Planning, A Will, A Trust

Learn about a Yugo vs. a Mercedes

Learn about a Trust

Learn the directions within the Trust

Learn about a Will

Learn about Probate

Learn about dying Intestate 

Learn about the disposition of the Assets

Learn about knowing the Law in your State

Learn about why you should have an Estate Plan

Learn about being Control

Learn about the age to create an Estate Plan, 18+

Learn why an Estate Plan is important, if you have Kids

Learn about the other Documents in an Estate Plan

Learn about updating your Estate Plan, every 3 years at minimum 

Learn about why you update--Our Life changes

Learn about selling assets to pay for care

Learn about getting the right Tax Advise

Learn about the effects on your Life from an Estate Plan or lack thereof 

Learn about knowledge!

https://www.aaronmillerlaw.com/

[email protected]

214-292-4225

Our Website 
www.aplan2age.org

LinkedIn
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Learn about why he began Mountain Climbing

Learn about childhood vacations to Colorado

Learn about Mt Blanc

Learn about seeing Mt Everest for the first time

Learn about passion and purpose

Learn about Ida, Mom

Learn about Dad, ill

Learn about Mom and the start of Dementia, Alzheimer's

Lean about Dad being a Skilled Nursing Administrator

Learn about your world changing after a diagnosis

Learn about Mom and Skilled Nursing

Learn the fear of losing independence

Learn about Dementia and Mountain Climbing

Learn about the real start to climbing

Learn about Mountain Climbing and a career

Learn about climbing in the late 90's

Learn about getting to each Mountain

Learn about 2008-2009 and Ida Arnette

Learn about Mom and raising money for Alzheimer's

Learn about Climbing 7 Summits on 7 Continents, over 11 months!

Learn about Climbing Mt Everest and Ida

Learn about Climbing K2 on 58th Birthday

Learn about the trip to each Mountain

Learn about Everest, 1st attempt in 2002

Learn about Everest in 2003

learn about the third failed attempt

Learn about Everest and 2011!

Learn why he climbs?

Learn about his fitness

Learn about climbing to get fit

Learn about a moving glacier and spurts

Learn about all the different climbs at Everest

Learn about leaving 11PM at night and the Summit at Dawn

Learn about doing this in -20F weather 

Learn about wearing layers and getting hot

Learn about his hardest climb

Learn about the technical aspect of climbing

Learn about climbing fatigued and ill

Learn about universal love

Learn about climbing as a Youth, to France to 7 Summits and Ida, Mom

Learn about Alzheimer's, so others hopefully don't face this disease 

Learn about the hope for a pill

Learn about Summit Coaching

Learn about teaching others

Learn about giving back and a positive experience 

https://www.alanarnette.com/

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
https://www.linkedin.com/company/points-of-life/

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Learn about making smarter financial decisions

Learn about a Behavioral Economist

Learn about the Psychology of money decisions

Learn about money decisions based on bias and beliefs

Learn about allocating money based on its planned use

Learn about buying a car and the psychology behind it

Learn why car ads talk about the monthly cost vs the overall price

Learn about her book and the inspirations of money

Learn about conversations with Adult Children and money

Learn about approximately $73 Trillion that will transfer over the next 20 years

Learn about talking with Dad  50+ years ago, about money

Learn about tying money to self worth

Learn about a Parent fearing the money conversation with an Adult Child

Learn about Parents who are 70+ and the money conversation 

Learn about the money conversations Do's and Don'ts

Learn about savers vs spenders

Learn to prepare for the conversation

Learn to listen actively

Learn to ask serious questions

Learn to set realistic goals for the conversations

Learn about supportive conversations

Learn about tone and body language in conversations

Find her book, How to Talk to your Parents about Money, on Amazon

https://etinosaa.com/

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
https://www.linkedin.com/company/points-of-life/

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FACEBOOK 
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Learn about Long Term Care Insurance (LTC)

Learn about "the right age"--40's

Lean about beginning the Conversation about Planning

Learn about ordinary Health Insurance, it is for your Health

Learn that in most situations, Health Insurance does not pay for Care

Learn about Insurance for Care, that is where you Need Help!

Learn about a Plan vs No Plan

Learn about being able to make choices in Care

Learn about self-paying for Care

Learn about LTC as an Investment

Learn about getting LTC

Learn about a conversation about your Life, your savings, your health and really wanting to Plan

Learn about a question---How will I pay--if something happens?

Learn about LTC and Employers, a great Benefit

253-275-6091

[email protected]

lavineltcins.com

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
https://www.linkedin.com/company/points-of-life/

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FACEBOOK 
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Learn about Sheila's time in the Army and her injury

Learn about her Mom's fall and broken hip

Learn about her Mom's time in a Rehabilitation Hospital

Learn about Upward Mobility (UPMO)

Learn how UPMO will reduce falls

Learn how UPMO will reduce lawsuits

Learn about AI and solving problems

Learn not to fear AI

www.buswellbiomedical.com

[email protected]

Our Website 
www.aplan2age.org

LinkedIn
 www.linkedin.com/in/richardwexler/ 
https://www.linkedin.com/company/points-of-life/

INSTAGRAM
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FACEBOOK 
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#eldercare #eldercareplanning #eldercarepodcast #eldercareeducations #eldereducation #podcast #idaho