Rethinking Reverse Mortgages

Date: Thursday, September 24, 2026
Time: 06:00 PM
Location: Porter Valley Country Club
Speaker: Mark Klein- Regional Manager, Golden Empire Mortgage | The Klein Team

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Mark Klein is a Regional Manager with Golden Empire Mortgage and leads The Klein Team, bringing more than 30 years of mortgage banking experience and a unique perspective as a former CPA with Coopers & Lybrand.

For more than 20 years, Mark has helped consumers and professional advisors better understand reverse mortgages and is co-author of How Can a Reverse Mortgage Work for You? His practice focuses on how today’s reverse mortgage strategies may be used as a planning tool for retirement, estate, cash-flow, and housing needs.

An active member of several estate planning councils and professional advisory organizations, Mark works closely with attorneys, financial planners, CPAs, and Realtors to address long-standing misconceptions surrounding reverse mortgages
 

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