Lunch 'n Learn

Treasure Valley

Excellence starts with knowledge

Next Event: June 13th, 2024

Implementing HECM Strategies, Optimizing Retirement Planning

Presented by C2 Financial

Doors Open - 10:30 am

CE session 11:00 am to 1:00 pm

Each attendee will receive 2 CE credits

A light lunch will be served.

Event Address

Nine To Five
1500 E Iron Eagle Dr,

Eagle, ID 83616

Email us at:

naifaidahoexec@gmail.com

1500 E Iron Eagle Dr, Eagle, ID 83616, USA

HECM Reverse Mortgage Strategies:

Risk Management: Portfolio Coordination Strategy for greater retirement income efficiency/ Mitigate Sequence of Return Risk / Reduce Longevity Risk

 

Income and Investing: Social Security Delay Bridge / Access to Income Tax Free Cash / Qualified Non-Correlated “Buffer” Asset / Investing Opportunities / Annuity Alternative  

Income Taxes, Estate and Legacy Planning: Reduce / Mitigate Income and Estate Taxation / Roth Conversation Strategy/Using a Coordinated Withdraw Strategy to Preserve Legacy in all the areas of Net Work

GUEST SPEAKERS

Karen Lyn Keyser

Sr. Mortgage Advisor /Retirement Mortgage Specialist

Karen Keyser is a 23-year veteran, Sr. Mortgage Advisor and Retirement Mortgage Specialist. She is branded as “The Funding Master” and currently works for C2 Financial Corporation. Karen personally originates and advises on all residential mortgage loans both forward and reverse, however, her deep passion is working in the Retirement Mortgage Planning space.


Karen has a diverse background in not only, the financial sector. She was a certified tax preparer for the State of California for 15 years, “moonlighting” from her full-time employment as a San Diego Police Detective. Karen served 9 years in Patrol and 10 years in various investigative assignments. Her passion was 3 years in the Sexual Assault/ SVU unit. From 2003-2009, Karen worked full time in tax preparation and Mortgage Planning, alongside Financial Advisors, CFP’s and CPAs. She met often with Estate Planning Attorneys to advise on all mortgage related matters.


Karen holds a BA in Criminal Justice, an NMLS for Loan Origination, Real Estate Brokers License with the DRE, is a C2 Certified Reverse Mortgage Specialist, is a Certified Cash Flow Advisor with the ICCA (Institute of Cash Flow Advisor) and is currently completing her RSSA certification as a Registered Social Security Analyst.
Karen and her husband, Mark, also a retired San Diego Police

Detective, moved to Star, Idaho 5 years ago from Southern California.

They have 3 sons, who live all over the world. Karen enjoys working out, traveling and is an avid golfer.

Shain Urwin

National Reverse Mortgage Director

Shain Urwin is a National Director for C2 Financial Corporation’s Reverse Division. Shain was chosen for this role as he is a mentor and role model nationwide, for his commitment to excellence in the Retirement Mortgage space. He currently mentors over 300 Loan Officers for C2 Financial. He is also a Registered Social Security Analyst with the NRASSA. He studied finance at Oral Robert’s University and previously worked as a Financial Advisor for LPL for 2 years, before deciding to go full-time into the residential loan business. He previously held series 6, 63, and 7 licenses.


Shain has 22 years of combined experience in the lending and real estate industries. He has been a loan originator since 2000. In 2006 he purchased 2 RE/MAX franchises and became a Real Estate Broker in 2011, in the State of Idaho. As owner and mortgage broker at one of the Treasure Valley’s largest mortgage brokerages, he personally closed hundreds of loans. The success of his mortgage company opened doors which led into land development and real estate ownership. He personally sold over $100,000,000 in real estate, developed 8 subdivisions, and successfully sold remaining lots to local builders.

Being a Retirement Mortgage Specialist, Shain specialize in helping his clients reach their retirement goals and dreams by offering them mortgage solutions that focus on retirement. Shain says “Simply put, I am a qualified and passionate professional and I find great satisfaction in using my background and skills to help others in negotiation, financing, and whatever else they need. I'm the proud father of two amazing kids and the most beautiful wife, I love spending time with my family. Also, I'm a major fan of the wild outdoors and cheering for the Seattle Seahawks.”

Thank you to our Sponsor

Meet the Board

Meet our team of expert business consultants

Derek Baltimore

2024 State President

Lynn Carrillo

2024 State President Elect

Debbie Dale

2024 State Treasurer

Garth Hassel

2024 State Past President

Office: P.O. Box 9793 Boise,ID 83707

Email: naifaidahoexec@gmail.com

Site: id.naifaidaho.com

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