Page 6 - Boca Exposure - December '23

Page 6, Boca Exposure

Lifetime Achievement Award from page 5

Association USA; Katie Miller Busch, Habilitation Center
for the Handicapped, Inc.; Nancy Chanin, EJS Project; Kim
Champion, Rotary Club Downtown Boca Raton; Pamela
Coffey, Lynn University Friends of the Conservatory of
Music Board; Susan Diener, Spirit of Giving Network; Mary
Donnell, Place of Hope at the Leighan and David Rinker
Campus; Nicole Flier, Boca Raton Police Foundation;
Marianne Forrest, CROS Ministries; Dre Garcia, The Diaper
Bank Covering South Florida; Donna Glenn, United Way of
Palm Beach County; Ellen Gorringe, Dress for Success Palm Mark Larkin, Meghan Shea, Lee Williams, Nancy Dockerty,
Beaches; JoAnne Greiser, Impact 100 Palm Beach County; Mayor Scott Singer
Wendy Hasselman, Boca Ballet Theatre; Sharon Hill, Literacy Mark Larkin, Meghan Shea, Betsy Owen, Nancy Dockerty,
Coalition of Palm Beach County; Bonnie Kaye, College of Mayor Scott Singer
Arts and Letters at FAU; Janet Kranich, Holy Ground PBC;
Zoe Lanham, Boca Raton Historical Society and Museum; Beach and Treasure Coast; and Aubrey McCutchen Zeigler,
Ellen Leibovitch, Legal Aid Society of Palm Beach County; Unicorn Children’s Foundation.
Kathryn Leonard, Wayside House, Inc.; Cristina Lewis, Sweet Margaret L. Blume served as the honorary chair and Nancy
Dream Makers, Inc.; Rebecca Lourido, Junior League of the Dockerty was the event chair.
Palm Beaches; Fernanda Macedo, Women’s Executive Club “Lee Williams and Betsy Owen are an inspiration to our
of South Palm Beach County; Victoria Matthews, Junior community. We were thrilled to honor these truly deserving
League of Boca Raton; Tarra Pressey Moten, HomeSafe; women,” said Meghan Shea, president of the Junior League.
Claudia Mineyi Nichols, Hispanic Entrepreneur Initiative; “We are so grateful to the support of our community in
Lynne Ogren, Boca Helping Hands; Betsy Owen, Rotary recognizing women volunteers.”
Club of Delray Beach; Isabel Parrado, American Association The JLBR partnered with the Boca Raton Regional
of Caregiving Youth, Inc.; Julie Peyton, Women of Tomorrow; Hospital Foundation and Christine E. Lynn Women’s Health
Pamela Polani, Florence Fuller Child Development Center; and Wellness Institute as the award sponsor. The Boca Raton
Vicki Pugh, Philanthropy Tank; Ana Maria Restrepo, Debbie produced a state-of-the-art runway show that entertained and Kim Champion and Christine Holly Rockwell-Trubinsky
Rand Memorial Service League, Inc.; Jackie Reeves, YMCA inspired guests during the luncheon. The Boca Raton Regional Lynn and Mark Larkin
of South Palm Beach County; Claudia Rodney, Eat Better Live Hospital Foundation and Christine E. Lynn Women’s Health
Better; Kristen Ross-Majhess, In The Pines, Inc.; Danielle and Wellness Institute hosted this year’s kickoff event. The Grigsby, Gina Gubana, Kelly Humke, Cheryl Marcus, Victoria
Rosse, Habitat for Humanity of Greater Palm Beach County; event program sponsor was 4EverYoung Delray. The media Matthews, Marina McCleneghen, Kristen McElwee, Lise Orr,
Bonnie Schweiger, Adolph and Rose Levis Jewish Community sponsor was Boca Raton Magazine. Tara Patton, Barbara Sageman, Caroline Smith, Nicole Snyder,
Center; Lynn Travis Stender, Best Foot Forward Foundation; Additional sponsors included Amy and Mike Kazma, Shanna St. John, Tracie Swanson, Haley Winstead, Daphney
Missy Tschappat, Edna W. Runner Tutorial Center; Christine Margaret L. Blume, Boca By Design, Feinstein Dermatology Hoover, Cristy Stewart-Harfman, Kim Sapashe, Jocelyn
Turner, Junior Achievement of South Florida; Andrea Virgin, and Plastic Surgery, the GEO Group, James and Marta Mijares, Khris Kellerman, Hanna Bradley, Lois Ronan, Nancy
George Snow Scholarship Fund; Lee Williams, 211 Palm Batmasian Family Foundation, Joni and Al Goldberg, Harbor Walsh, Robin Deyo, Cindy Krebsbach, and Lisa Mulhall.
Financial Group at Morgan Stanley, Paradise Bank, Peggy Van The Woman Volunteer of the Year Luncheon celebrates
Dorp, Sharon DiPietro, Pence Financial Group, Kathy and Paul outstanding women in the community nominated by nonprofit
Adkins, Robin Deyo, Ronnie’s Strikes Cigar Lounge, Rubin organizations throughout Palm Beach County and Northern
Obstgarten Family Foundation, Adolph & Rose Levis Jewish Broward County for their dedication and expertise as
Community Center, SAKS Fifth Avenue, and Wanda Harrold. volunteers, as well as the work they do to further the missions
The Woman Volunteer of the Year committee members of the organizations they serve.
included Elizabeth Applewhite, Marisa Beck, Francesca For more information, email wvoy@jlbr.org or visit jlbr.
Giraldo, Clarissa Gleichenhaus, Pattie Goldenberg, Anne org or call (561) 620-2553.

A BETTER RETIREMENT PLAN
REQUIRES A SHIFT IN THINKING

Case Study # 1
Paying Off Debt to Free Up More Cash

Graham Ross, Kristen Ross, Ainsley Ross • Meet Robert
• Robert, age 77, wants to pay off his existing mortgage to free up more
cash flow to pay for aging at home services.
• Home value: $610,000
• Current Loan: $225,000 (8 Years Left) 4.0%
• Monthly Payment: $2,300
• With a reverse mortgage, Robert can pay off his mortgage saving him
Case Study # 2 $2300 per month and $27,600 annually!

Replacing Lost Income
• Meet Carol
• Carol, age 80, is a widow, who sought upfront cash to mitigate the costs of
her husband’s final care. She also needed to replace lost income.
• Lost Income: $800 (her Social Security income) + $450 (husband’s pension)
• Remaining income: $2,100 (husband’s social security income)
• Home value: $650,000, free, and clear
• With a reverse mortgage, Carol was able to replace her lost income by
opting for tenure payments - and additional $2,114.81 per month in her
pocket!
Case Study # 3

Heidi Adams, Patricia Thomas, Renata Sans De Negri The Power Of Planning With a Line Of Credit
DiamonD limousine of • • Meet George and Barbara
George (75) and Barbara (68) were referred via a financial planner as they
the palm beaches • were seeking to establish a line of credit to hedge against longevity risk.
Great monthly cash flow
• Assets depleting due to retirement income draws
Airport & SeAport trAnSportAtion • Barbara was concerned about expenses and care for George as he ages.
in luxury infiniti qx60 Suv • Home value: $620,000, free, and clear
• With a reverse mortgage, George and Barbara were able to achieve peace
of mind by establishing a $191,445.80 line of credit for future needs.

Reversing PA Mortgage, LLC
Michael J. Friedman, Broker/Owner “Call Today
215-901-6521 / 561-631-1701 No Obligation”
servicing all of south floriDa info@reversingmtg.com This material is not from HUD or
www.reversingmtg.com
561-696-5554 Available Day, Evenings & Weekends FHA and has not been approved by
HUD or a government agency.
NMLS# 1396947 NMLS# 131880
reASonAbly priced, DISCLAIMER: The homeowner must meet all loan obligations including living in the property as the principal residence and paying property charges, including property taxes, fees, hazard
30+ years reliAble & prompt insurance. The homeowner must maintain the home, if the homeowner does not meet the loan obligations, then the loan will need to be repaid. License in PA #53672 and FL # MBR2252.
Examples are for illustration purposes only. Numbers vary depending on the state you live in. Subject to change at anytime.
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