Past Webinar: Watch on Demand

Thomas Dickson

Wednesday, September 19, 2018 | 4:00 PM — 5:00 PM EDT

How to Model Reverse Mortgages in MoneyGuidePro®

Presented by:
Thomas Dickson

National Leader of Financial Advisor Channel, Reverse Mortgage Funding LLC

With all of the recent buzz about reverse mortgages, do you know how to model the four most popular uses of reverse mortgages in financial planning software like MoneyGuidePro®

Join Tom Dickson, National Leader of the Financial Advisor Channel at Reverse Mortgage Funding LLC, as he educates attendees on how reverse mortgages work and the best ways to model them in MoneyGuidePro® . Tom has modeled numerous cases in the financial planning software and often reviews client plans for financial planners. 

You should attend if: 

  • You do not know how reverse mortgages work
  • You want to learn how to model the four popular uses of reverse mortgages
  • You are receptive to "new" ideas for helping your older clients achieve their retirement goals

​Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.


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