WEBINAR: Smart Mortgage Strategies for Downsizing with Jon Wald


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Baltimore-Washington Financial Advisors invites you to join us for an informative webinar with guest speaker Jon Wald. Whether you are considering downsizing or looking for ways to support your children in purchasing their first home, this session will explore smart loan options and practical financial strategies to help you make confident decisions.

WEBINAR
MAY 21, 2026
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:  

  • How to access home equity before selling, including bridge loans and HELOCs
  • Key considerations when buying and selling in today’s real estate market
  • Loan options and financial strategies when downsizing
  • Tax considerations and ways to structure your mortgage in retirement
  • Planning considerations for retirees, including income qualification and housing needs
  • How mortgage decisions should align with your overall financial plan


REGISTER NOW

PRESENTERS:

TOWNSEND HORNOR, JR.
CEPS

Managing Director, Wealth Management & Executive Committee
JONATHAN WALD
Vice President, Branch Manager
Main Street Home Loans
ABOUT JONATHAN WALD

With 20 years of experience as a top-producing Loan Officer, Jon Wald has earned numerous industry awards and built a reputation for excellence in mortgage lending.

Jon is well-versed in a wide range of loan programs, including FHA, CDA, VA, USDA, 203(k), Bridge Loans, Conventional Conforming, and Jumbo loans. His deep understanding of the mortgage process allows him to guide clients through the complexities of home financing, ensuring they make informed decisions tailored to their needs. In addition to serving homebuyers, Jon shares his expertise by teaching state-accredited continuing education courses for realtors and appraisers in Maryland.

Over the course of his career, Jon has helped more than 2,000 clients and personally closed over $900 million in loans. His commitment to transparency, accessibility, and open communication has earned him the trust of his clients, many of whom return to him or refer friends and family.

Originally from Brooklyn, New York, Jon moved to Maryland to attend Towson University, where he earned a degree in Business Management. After years of city living in Federal Hill and Canton, he now resides in Lutherville, a suburb just outside Baltimore City, with his wife, three children, and two dogs.

For questions or help registering, please contact
Jadyn Wynn, Marketing Associate | [email protected] | 410-461-3900