Have You Read the New Retirement Planning Guide That is Climbing the Bestseller Charts?
Get Your FREE Digital Copy of Wade Pfau's New 2022 Reverse Mortgages Book Now!
Dr. Wade Pfau's new book Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement (3rd Edition) is the ultimate guide to understanding the importance of home equity in retirement income distribution planning.
Wade's latest book includes up-to-date information on reverse mortgages, as well as case studies that demonstrate better client retirement outcomes utilizing home equity.
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Get Your Free Digital 2022 Social Security Q&A Guide Now!
Are your clients maximizing their Social Security benefits?
Help your clients maximize their Social Security benefits in 2022 and beyond—claim your free digital copy now!
Edited by Kurt Czarnowski, Former Regional Communications Director at the Social Security Administration, our Q&A guide includes all of the new adjustments for calculating benefits in 2022. It also provides important information regarding changes to federal policies in recent years, and how these laws will affect the strategies your clients can use to maximize their benefits in retirement.
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Tuesday, July 12, 2022 | 12:00 PM — 1:00 PM EDT
The Case for Divorce Financial Planning
Presented by:
Carol Lee Roberts, CDFA®, CFP®
President, Institute for Divorce Financial Analysts
As a financial planner, you routinely assist clients plan for events (both things that will occur and also those things that may occur). How can you justify not bringing your financial expertise to a client's divorce which is often the largest financial transaction in their lifetimes?
Join Carol Lee Roberts CDFA
®, CFP
®, CeFT
®, President of the Institute for Divorce Financial Analysts, for an examination of the current state of divorce in the United States and the financial issues with which you are able to assist your clients. She will also review the monetary implications of divorce and how to minimize unnecessary financial consequences for your clients.
Attendees will learn:
- How to identify the impact of revocation statutes on estate planning
- The unique tax considerations of dividing marital property including the marital residence
- The purpose and importance of Qualified Domestic Relations Orders in the division of Qualified plans
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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Options for Moving in Retirement Using the HECM for Purchase
By: John Salter, Ph.D., CFP®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial
& Associate Professor at Texas Tech University
Many retirees will choose to move from the large home in which they raised their family into something smaller and more manageable to maintain. These retirees will be faced with the financial decision of how to best finance their new home. Traditional financing options exist which include paying cash for the home, or using a traditional mortgage. One newer, and lesser known option, is the Home Equity Conversion Mortgage (HECM) for Purchase, where the HECM reverse mortgage can be used directly for the purchase of a new home.
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Welcome to Retirement Experts Network
Created specifically for financial advisors, this educational platform is brought to you by Reverse Mortgage Funding LLC (RMF). Our purpose is to help you learn more about important retirement issues, so you can add value to your services and maximize your effectiveness. 
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