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, March 09, 2021 | 12:00 PM — 1:00 PM EST
Economic Indicators: Filtering Out the Noise and Panic to Get Good Information
Cindy Shnaider, MSF
Graduate Coordinator, Professor, College for Financial Planning
Economic indicators provide clues to the health of our economy. Your clients may be concerned about negative economic indicator news and it is up to you as the planner to assuage any panic with knowledge about and expertise in economic indicators.
Join Cindy Shnaider, MSF, Professor at the College of Financial Planning, for a special webinar when she will explore how valuable and accurate the economic indicators are that we hear announced on financial news. There are various, interesting sources of information for economic indicators, which can give a perspective into the information they provide. With the right filter and using a few, not just one, indicators, we can peek into the health of an economy. The information provided in this webinar will make you less willing to depend on single indicators, yet with a better understanding of what a group of economic indicators can tell us about our economy.
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
- Determine economic factors that are incorporated into economic indicators
- Analyze the source and value of various economic indicators
- Learn how to assuage clients' panic with knowledge about and expertise in economic indicators
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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.
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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. 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!