New Vintage Mortgage
Our approach is built on understanding our clients current and future needs to be the best finance and planning partner in the business.
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. ๐๐ฑ๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐๐ ๐ค๐ณ๐ฆ๐ฅ๐ช๐ต๐ด ๐ฉ๐ข๐ท๐ฆ ๐ข ๐ค๐ฐ๐ด๐ต ๐ฐ๐ง $๐ช ๐ฑ๐ฆ๐ณ ๐ค๐ณ๐ฆ๐ฅ๐ช๐ต. Hosted by guest speaker, Philip Walker, Vice President of Strategic Partnerships โ Retirement Strategies Division and Cornerstone Partner of the National Financial
Planners Association.
๐ฅ๐ฒ๐ด๐ถ๐๐๐ฒ๐ฟ ๐ฎ๐ 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
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.
๐๐ข๐ณ๐ฏ ๐ค ๐๐ ๐๐ณ๐ฆ๐ฅ๐ช๐ต๐ด โ ๐๐ฑ๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐๐๐ ๐๐ฐ๐ฏ๐ต๐ช๐ฏ๐ถ๐ช๐ฏ๐จ ๐๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ ๐๐ณ๐ฆ๐ฅ๐ช๐ต๐ด ๐ฉ๐ข๐ท๐ฆ ๐ข ๐ค๐ฐ๐ด๐ต ๐ฐ๐ง $๐ช ๐ฑ๐ฆ๐ณ ๐ค๐ณ๐ฆ๐ฅ๐ช๐ต.
๐ฅ๐ฒ๐ด๐ถ๐๐๐ฒ๐ฟ ๐ฎ๐ https://bit.ly/3dN01H0
NMLS 1866621 DRE 02094202
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 โin-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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Telephone
Address
2551
San Ramon, CA
94583