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, August 17, 2021 | 12:00 PM — 1:00 PM EDT
Importance of Knowledge in Financial Psychology and Behavioral Finance
Presented by:
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®
Chief Executive Officer at Blue Ocean Global Wealth
Many studies in personal finance support the notion investors screen all the information prior to making rational investment decisions. Recent studies on financial psychology and behavioral finance reveal that psychology influences financial planning and investment decisions.
Join Marguerita M. Cheng, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar to learn why it is critical for financial advisors and planners to understand the behavior of their clients to enable them to know what, when, and how they can influence their investment and planning decisions.
Attendees will:
- Learn the psychology behind investor’s decisions
- Learn about investor bias
- Learn how to identify and understand the weaknesses and strengths of investors and help positively influence their financial decision-making abilities
- Learn how to help your clients manage their behavior and emotions
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!_resized.jpg?ver=2018-02-22-231244-447×tamp=1519341167361)
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.
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. 
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