Anthony Falco Esq.

Moderator

President, CEO & Shareholder @ Falco & Associates, P.C. and Senior Resource Center, Inc.

Anthony Falco will moderate the discussion for the webinar and share anecdotal truths along the way. Anthony has been an estate planning attorney for over 30-years and opened Senior Resource Center, Inc in 2000.

Anthony is a member of the National Academy of Elder Law Attorneys Inc. (NAELA), a Charter Board member of the NAELA Seniors Rights Political Action Committee, former member of the MA-Chapter Public Policy Committee, a former board member of Lawyers Concerned for Lawyers (LCL) and previous Finance Director and Treasurer to Timothy P. Cahill, former Treasurer of the Commonwealth of Massachusetts.

Stephen R. Pepe, JD

Panelist

Reverse Mortgage Consultant @ Longbridge Financial, LLC

Stephen earned his JD from Suffolk University Law School in 1998 and previously practiced law in the areas of residential real estate conveyancing, land use, summary process and estate planning. 

Steve is a former AARP Foundation-certified reverse mortgage counselor and an active member of the National Academy of Elder Law Attorneys, the Boston Estate Planning Council, the Norfolk and Plymouth Estate Planning Council, and the Boston Society of Financial Service Professionals.  

Steve’s presentation will break down the pros and cons of pursuing a reverse mortgage and how that impacts your overall plan.

Joseph M. Reardon

Panelist

Vice President for Community Development and Advance Planning @ Keohane Funeral Home

As a licensed funeral director and Certified Preplanning Consultant, Joe specializes in assisting families prepare in advance of the time of need. With 30 years of experience in the industry, he has earned a solid reputation for his expertise in all aspects of funeral service and advance planning especially as it relates to Medicaid eligibility requirements.

Joe’s presentation focuses on the benefits of making funeral related decisions in advance of the time of need. It will offer insight into the value of the funeral and the benefits of ensuring that one’s family is cared for when death occurs.

Helen Shiner

Panelist

Broker/Owner @ Shiner Group Realtors

Helen is a successful real estate broker for 10 + years and a top producer in the South Shore. For Helen, the dedication that drives her real estate career is not in the numbers, it is in the relationships she builds with clients and colleagues.

Helen is also a Senior Resource Specialist. She earned this title by completing numerous transactions with clients over the age of 62 in the last 10+ years.

Helen’s experience in the real estate world and overcoming complex estate planning challenges makes her the perfect person to discuss the decision behind real estate realities—should you own, rent, downsize or place your property in a trust?

Helen will share her perspective when facing these decisions.