LIVE VIRTUAL EVENT
Charlotte Lifestyle Home Loan Buyer
LIVE Class
The step-by-step blueprint to the strategic use of retirement years and equity in Charlotte's competitive market - without overpaying or making costly mistakes.
Wednesday, March 18th @ 7:00 PM
Online
What You'll Learn
Everything You Need to Become a Homeowner with No Mortgage Payments
In just 60 minutes, you'll have a complete roadmap to this innovative product that allows buyers to use the equity from the sale of their previous home, or money from savings, to fund the purchase of a new home without a monthly mortgage payment!
Navigate Today's Market
Understand the current Charlotte real estate landscape and find opportunities others miss, even in a competitive market.
Get Pre-Approved Right
Learn exactly what lenders look for and how to position yourself for the best mortgage rates available.
Specifc Programs
Discover government incentives, rebates, and programs that could save you thousands on your purchase.
Avoid Costly Mistakes
Discover the top mistakes buyers make and how to protect yourself from expensive pitfalls.
Find The Perfect Home
Master the search process, understand what to look for, and know when you've found 'the one'.
Build Your Dream Team
Know exactly who you need on your side – from agents to lawyers to inspectors – and how to choose the best.
Meet Your Host
Learn From Trusted Experts
Julee Herberth
Real Estate Expert & Educator
Hi, I’m Julee Herberth, REALTOR® with Helen Adams Realty - Lake Norman, and a longtime Lake Norman resident who believes real estate is about more than a transaction. It’s about belonging, community, and life transitions handled with care.
I’ve called the Charlotte / Lake Norman area home for 25 years, raising my family here and building relationships in the neighborhoods, schools, and businesses that make this community special. That local insight matters, but what truly drives my business is something deeper: helping people move confidently into the next chapter of their lives.
Whether you're buying your first home, upsizing for a growing family, downsizing for a new lifestyle season, or relocating to the Charlotte area, my promise is simple: real conversations, honest guidance, and support from start to finish.
No pressure. No fluff. Just professionalism, transparency, and an advocate who genuinely cares about your goals and your peace of mind.
Real estate is a big life moment and you deserve someone who treats it that way. I’d love to be your trusted partner as you find the place where your next chapter begins.
Welcome to Charlotte — welcome home.
Jeannie Hager
Home Equity in Retirement Expert & Educator
Jeannie B. Hager joined Mutual of Omaha in 2022 and has been a valuable addition to the team in her role as a Home Equity Conversion Mortgage (HECM) Originator. Jeannie has been a Greensboro resident for over 50 years. She has roots there with her husband, Paul, and their four wonderful children. Jeannie’s office for Mutual of Omaha is in Concord, NC. She also works with builders in Greensboro and Charlotte.
Before her time originating HECM loans, also known as reverse mortgages, Jeannie spent years working in Human Resources and Customer Service.
Jeannie’s altruism and natural ability to work with others have made her a pillar in her community. She is a Board member at Brandenburg & Friends to support The V Foundation for Cancer Research. She also serves as an esteemed Co-Chair President of the V Foundation. When she isn’t leading her organizations, she volunteers at Our Lady of Grace Church in Greensboro.
Jeannie champions the retirement community through her professional network as well. She is a part of the Triad Retirement Living Association.
Success Stories
Join Hundreds of Happy Homeowners
★★★★★
"This class gave me the confidence to finally make an offer. I closed on my first house 3 months later!"
Sarah M.
★★★★★
"I had no idea about the first-time buyer incentives. This information alone saved me over $8,000!"
Michael T.
★★★★★
"Incredible class. Practical, actionable advice and real strategies that work in today's market."
Jessica L.
Register Now
Your Journey to Mortgage Free Homeownership Starts Here
This isn't just another class. It's a comprehensive masterclass designed specifically for Charlotte home buyers who are serious about making their dream of homeownership without a mortgage payment a reality.
Free - no cost to you
60-minute LIVE interactive session
Q&A with real estate experts
Exclusive buyer's checklist (FREE)
Reserve Your FREE Seat
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