Tuesday, September 22, 2020 | 12:00 PM — 2:00 PM EDT
Financial Planner's Ethical Success
Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC
President and CEO of JR Financial Group, Inc.
The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases.
After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.
This session will:
- Review the elements of fiduciary standards and when they apply
- Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
- Help you determine when to communicate potential conflicts of interest
- Explain compensation disclosure requirements to clients and potential clients
- Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct
Please Note: Two CE Ethics credits 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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