Reserve 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 before it is released in January 2022!
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.
Your guide will be delivered digitally in January 2022.
RESERVE YOUR GUIDE NOW
Tuesday, December 07, 2021 | 12:00 PM — 2:00 PM EST
CFP Board New Code of Ethics & Standards of Conduct
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®
Chief Executive Officer at Blue Ocean Global Wealth
Join Marguerita M. Cheng, CFP®
, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar focusing on the Certified Financial Planner Board of Standards’ (CFP) required learning objectives. This program fulfills the requirement for CFP Board-approved Ethics CE. It has been designed to educate CFP®
professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.
At the end of the course, participants will be equipped to:
Please Note: Two CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
- Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals
- Act in accordance with CFP Board's fiduciary duty
- Apply the Practice Standards when providing Financial Planning Recognize situations when specific information must be provided to a client
- Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest
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Have YOU read the book that EVERY retirement researcher is talking about?
Get your FREE copy of Dr. Wade Pfau's New eBook now!
Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
- That all advisors need to take a fresh look!
- Starting a credit line early!
- That the strategic use can improve retirement income efficiency + create a larger legacy!
- That a reverse mortgage shouldn't be a last resort!
The second edition is now fully updated for the HUD rule changes that went into effect on October 2, 2017.
GET eBook NOW
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.
To access this white paper, you must be a registered REN user. Login or register now.
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. Membership is free, and provides access to valuable resources including on-demand access to past webinar videos, articles from industry experts, and other educational materials — plus much more.
Become a member today, if you haven’t already!