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Lunch & Learn Series

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Thu Oct 26, 2023

Lunch & Learn Series

 

 


The Subject:

Surprising Mortgage Benefits for You AND Your Business

Join us for our next Lunch and Learn seminar on Thursday, October 26! Together, we will delve into the world of mortgages, unraveling the mysteries of how mortgage rates work and exploring how mortgages can be leveraged by business owners as a powerful new tool to provide employment benefits! 
 
We'll kick things off by understanding the fundamental workings of mortgage rates and discussing the factors that determine them from market conditions to credit scores, to projected length of ownership.
 
In the second half of the session, we'll shift our focus to the corporate realm to uncover how offering mortgage benefits through your business can be advantageous for both employers and employees by:  
  • Attracting and retaining talent
  • Discovering potential tax benefits and financial stability
  • Learning about successful employer-assisted housing programs and strategies for educating and supporting employees on their homeownership journey
Business owners and HR professionals are encouraged to attend this luncheon! Adam Shelton and his team from Yes Mortgage will equip you with valuable knowledge about mortgages and inspire you to consider how they can be used as a compelling employment benefit in your organization. 

The Expert:

SheltonWith over 20 years of experience in the mortgage industry, Adam Shelton is a seasoned and successful leader, passionate about helping clients achieve their homeownership dreams. He is the Founder and VP of Yes Mortgage, a new venture that aims to provide innovative and personalized solutions for borrowers and lenders in the Southeastern US.
 
Previously, Adam was a producing Regional Manager at Sierra Pacific Mortgage and Supreme Lending, where he led and grew a team of high-performing loan originators and support staff. He has extensive knowledge and expertise in conventional, government and jumbo loans, as well as credit analysis, underwriting and client services.
 
By building strong relationships with realtors, business managers and other professionals, the Yes Mortgage team prides itself in working in a collaborative fashion to take care of clients. After all, the goal is to deliver excellence in every transaction. 

Lunch Provided.   

Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success. 

When

Thu Oct 26, 2023
11:30 a.m. - 1:00 p.m.

Where

Yes Mortgage Office
2220 Award Winning Way
Knoxville, TN 37932