Wednesday, November 07, 2018 | 12:00 PM — 2:00 PM EST
Financial Planner’s Ethical Dominance
Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC
President and CEO of JR Financial Group, Inc.
The Financial Planner’s Ethical Dominance® 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 Approved CE Ethics credits will be provided for CFP, RICP, CLU and ChFC designations.
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A reverse mortgage could help your clients nearing retirement to effectively leverage an important, yet often overlooked asset: home equity. By utilizing a reverse mortgage, your clients are able to access income-tax-free† funds that can improve the likelihood that they will meet their long-term goals, ensure that they are prepared for any unforeseen expenses and help provide financial peace of mind.
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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 2018 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!
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The second edition is now fully updated for the HUD rule changes that went into effect on October 2, 2017.
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Get your free copy of the 2018 Social Security Q&A Guide!
The guide includes all of the 2018 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years and how these laws will affect strategies used to maximize benefits in retirement.
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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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