Get Your Free Digital 2021 Social Security Q&A Guide!
Are your clients maximizing their Social Security benefits?
Our free guide includes the Cost-of-Living Adjustments (COLA) for calculating benefits in 2021.
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 benefits in retirement.
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Tuesday, June 22, 2021 | 12:00 PM — 1:00 PM EDT
Estate Planning Considerations for Land and Mineral Owners
Kylie Lovell, J.D.
Attorney, PH Law Partners LLC
Join real property and estate planning attorney Kylie Lovell for a webinar on special considerations in estate planning and financial planning for land and mineral owners. Kylie will address the intersection of financial planning and estate planning and discuss how collaboration between those two disciplines during a client's lifetime will secure a smooth succession of assets in the future.
Kylie will present several estate planning mechanisms that help clients reach their goals as to:
- Management of real property assets during their lifetimes
- Avoidance of probate
- Succession of management control to the next generation
- Estate planning pitfalls and practice pointers to avoid an incomplete asset succession plan
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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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!