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Let's Talk Reverse Mortgages

  • Thursday, November 15, 2018
  • 12:00 PM - 1:30 PM
  • REBA, 295 Devonshire St, 6th Floor, Boston, MA

Open Meeting of Massachusetts Paralegal Association the REBA Paralegal Section

Let’s Talk Reverse Mortgages

Please join the CLE Real Estate Section of Massachusetts Paralegal Association and the Paralegal Section of REBA,  for an open luncheon meeting at noon on Thursday, November 15th at REBA in Boston. James S. Jurgens, Esq., Senior Title Counsel at CATIC, will moderate a discussion among experts on Reverse Mortgages.  He will be joined by a knowledgeable panel, including:

Catherine E. Aloisi, Esq., who manages the Elder Law Department at the distinguished Law Firm of Cushing and Dolan. Catherine is experienced in basic estate planning as well as the use of more sophisticated techniques. She is also knowledgeable in many other areas of Elder law, including MassHealth and Medicaid.  

Gerald Congdon, Esq. , who currently directs the Reverse Mortgage Department at Berkshire Bank, a Lender with 135 branches In New York, Vermont, Connecticut and Massachusetts. Mr. Congdon has been originating reverse mortgages for 12 years.   He holds both a Master’s Degree in Psychology and an MBA. While in private practice as an attorney, he specialized in Elder Law and Estate Planning.

Stephen R. Pepe, Esq., who is a Loan Officer and Outside Account Executive with Reverse Mortgage Funding, LLC. 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, and several other affiliations. Steve is a frequent contributor in print and radio and a CLE panelist on the topic of reverse mortgages

Both Jerry and Steve will discuss Home Equity Conversion Mortgages (HECM) and reverse mortgages from a positive viewpoint, also providing a brief history of this product and how it has transformed from a negative alternative to losing one’s house, to a positive solution to remaining at home.  Cathy will add commentary to the discussion and will also discuss other options available to Elders.

This luncheon, which is open to all Participants, will be held at noon on Thursday, November 15, 2018 in the Presidents Conference Room at REBA, 295 Devonshire Street, Sixth Floor, in Boston.  This presentation will also be webcast.


To RSVP, click on one of the following links:

       l    RSVP: I will participate IN PERSON  Email to: cohen@reba.net


       l    RSVP: I will participate via WEBCAST  Email to: gaudette@reba.net

Lunch for those who participate in person will be available at a cost of $10, payable at the meeting, and will consist of a variety of sandwiches, salad, beverages, and dessert.  Please indicate whether or not you would like to order lunch in your RSVP.  You are also welcome to bring your own.

We look forward to seeing you there!


For more information on MPA’s CLE Real Estate Section or REBA’s Paralegql Section, please contact Co-chairs Jackie Waters Adams at jwatersadams@gbllaw.com or Sharon Garcia at sgarcia@catic.com.    

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