New Vintage Mortgage

New Vintage Mortgage

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Our approach is built on understanding our clients current and future needs to be the best finance and planning partner in the business.

Welcome! You are invited to join a webinar: Prepare for the Rebound. After registering, you will receive a confirmation email about joining the webinar. 09/13/2022

Have you registered for our free webinar on Wednesday, September 14? Learn how to prevent portfolio liquidation in a down market and reduce your clientsโ€™ portfolio risk.
Earn 2 Continuing Educations (CE) Credits just for attending. ๐˜–๐˜ฑ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜Š๐˜Œ ๐˜ค๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต๐˜ด ๐˜ฉ๐˜ข๐˜ท๐˜ฆ ๐˜ข ๐˜ค๐˜ฐ๐˜ด๐˜ต ๐˜ฐ๐˜ง $๐Ÿช ๐˜ฑ๐˜ฆ๐˜ณ ๐˜ค๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต. Hosted by guest speaker, Philip Walker, Vice President of Strategic Partnerships โ€“ Retirement Strategies Division and Cornerstone Partner of the National Financial
Planners Association.
๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ฎ๐˜ https://bit.ly/3dN01H0
NMLS 1866621 DRE 02094202

Welcome! You are invited to join a webinar: Prepare for the Rebound. After registering, you will receive a confirmation email about joining the webinar. Join us for a FREE webinar, earn 2 CE Credits* and discover how to increase rebound gains while reducing risk for clients ages 55 and up. *CFP Optional CE Credits have a cost of $8 per credit

Photos 08/24/2022

Attend a FREE LIVE WEBINAR regarding financial planning in down market on Wednesday, September 14th at 12 p.m. PST. Learn how to grow your clientsโ€™ portfolios while dramatically reducing risk and safely increasing withdrawal rates.
Hosted by guest speaker, Philip Walker, Vice President of Strategic Partnerships โ€“ Retirement Strategies, Division and Cornerstone Partner of the National Financial Planners Association.
๐˜Œ๐˜ข๐˜ณ๐˜ฏ ๐Ÿค ๐˜Š๐˜Œ ๐˜Š๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต๐˜ด โ€“ ๐˜–๐˜ฑ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜Š๐˜๐˜— ๐˜Š๐˜ฐ๐˜ฏ๐˜ต๐˜ช๐˜ฏ๐˜ถ๐˜ช๐˜ฏ๐˜จ ๐˜Œ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜Š๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต๐˜ด ๐˜ฉ๐˜ข๐˜ท๐˜ฆ ๐˜ข ๐˜ค๐˜ฐ๐˜ด๐˜ต ๐˜ฐ๐˜ง $๐Ÿช ๐˜ฑ๐˜ฆ๐˜ณ ๐˜ค๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต.
๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ ๐—ฎ๐˜ https://bit.ly/3dN01H0
NMLS 1866621 DRE 02094202

Photos 07/25/2022

Join us for a FREE WEBINAR on Tuesday, July 26th at 6:30 pm. This informative webinar will cover the ins and outs of
Accessory Dwelling Units (ADUs), commonly known as โ€œin-lawโ€ units or cottages. Hear from industry experts Charles
Green of As Architecture, Inc. and Connor Daly of Connor Daly Construction. Learn how ADUs can be a great
opportunity to create extra housing on your existing property, as well as provide you with an opportunity to create
income and cash flow.

Register here:
https://bit.ly/3NWhv05

New Vintage Mortgage, Inc. NMLS 1866621 DRE 02094202

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2551
San Ramon, CA
94583