📍 The Porch Coffee Shop | 226 Montezuma St, Prescott, AZ
📅 Wednesday, June 25 | 9:30 AM
☕ Arrive early for coffee and a bite — we'll begin promptly.
🎁 Get two Real Estate Bonuses as soon as you Sign Up! 🎁
As a special thank you for reserving your seat, you'll receive two valuable resources by email delivered to your inbox shortly after you sign up:
📘 Reverse Mortgage Myths & Facts – A clear, no-nonsense guide that separates truth from fiction so you can make confident decisions about using your home equity in retirement.
🏡 Understanding the Home Select Program – A quick overview of a flexible loan option that could help your adult children qualify for a home — without needing your financial support.
Reverse Mortgages Myths and Facts and Understanding the Home Select Program
📍 The Porch Coffee Shop | 226 Montezuma St, Prescott, AZ
📅 Wednesday, June 25, 2025
⏰ 9:30 AM sharp (arrive early to grab coffee and a bite)
Here's what you'll enjoy
☑ Expert insights on the Prescott and national housing markets from Jim & Karen Roush
☑ A clear look at interest rates and what they mean for buying and borrowing
☑ A flexible loan program you can share with your adult children to help them get into a home
☑ Straight talk about reverse mortgages — how they work, who they're right for, and what to avoid
☑ Warm conversation in a relaxed setting with women who share your values and goals
You'll leave with more clarity, more confidence and two bonus resources in your inbox to help you take the next step.
Meet Your Speakers
Senior Mortgage Advisors | Geneva Financial
With nearly 60 years of combined experience in the home lending world, Jim and Karen Roush are more than mortgage professionals they're passionate guides committed to helping families find the right home and get the right loan.
Known for their hands-on approach and deep knowledge of ever-changing lending programs, Jim and Karen specialize in crafting creative solutions for both first-time buyers and retirees navigating new financial terrain. Whether it's explaining a reverse mortgage with compassion and clarity or introducing a flexible loan program that could help your adult children qualify for a home, their mission is simple: Empower people with options that fit their lives.
Clients often say what sets Jim and Karen apart is their heart. They take the time to listen, educate, and design lending strategies that align with each family's goals, not just today but for the long run.
At this event, you'll benefit from their insight, their integrity, and their unwavering commitment to making home financing approachable and empowering.
Investment advisory services offered through Foundations Investment Advisors, LLC ("Foundations"), an SEC registered investment adviser and Wealth Works Financial Strategies, LLC dba Wise Women Prosper. The views, statement and opinions expressed herein are those of the individual speakers and not necesarrily of Foundations or their affiliates to include Wealth Works Financial Strategies, LLC dba Wise Women Prosper. The content provided is for educational purposes only. No investment, legal or tax advice is provided. Always consult with a professional. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.