FREE ESTATE PLANNING WORKSHOP

Hannah Roland, Estate Planning Attorney
The Narrows Law Group

Tane Cabe, Retirement Mortgage Specialist
Barrett Financial Group NMLS 78590

Wills, Trusts, & Your Home Equity in
Retirement

Protect Heirs. Add Flexibility.

  • Wills and Trusts made simple, and a
    discussion of changes in 2025
  • Home equity Management strategies
    and gifting
  • Simple and prudent moves to protect
    home equity
  • Simple steps your heirs will thank you
    for

Wednesday, September 24, 2025, 11:30 a.m. – 1:00 p.m.
BECU Community Room 4784 Borgen Blvd, Suite A,
Gig Harbor, WA 98332

For educational purposes only; not legal, tax, or financial advice. Barrett Financial Group and Narrows
Law Group is an independent, unaffiliated entity. BECU is not a sponsor or endorser; venue use only. Not affiliated with or
endorsed by HUD/FHA. Equal Housing Lender. Not a commitment to lend. All loans are subject to approval and program guidelines. By registering, you agree to receive email/SMS reminders; Msg & data rates may apply; Reply STOP
to opt out.
Tane Blake Cabe | NMLS #78590 | Barrett Financial Group, L.L.C. | NMLS #181106 | 2701 East Insight Way, Suite 150, Chandler, AZ 85286 | AZ 0904774 | IL MB.6761630 view reinvestment notice barrettfinancial.com/Illinois-reinvestment | TN 204577 | WA MB-181106 | Equal Housing Opportunity | Equal Housing Lender | This is not a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106

Please consult a tax advisor to confirm your specific situation allows for loan proceeds to be tax-free
Homeowners must pay property taxes, insurance, and HOA dues.

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