Past Webinar: Watch on Demand

Taney Hamill

Tuesday, April 13, 2021 | 12:00 PM — 1:00 PM EDT

Aging Life Care Management and Reverse Mortgages: A Collaboration of Caring

Presented by:
Taney Hamill

Chief Executive Officer, Aging Life Care Association®

Connie McKenzie, RN, CMC

Board of Directors President, Aging Life Care Association®

Stephen R. Pepe

JD HECM Loan Specialist; Outside Account Executive

As the ongoing pandemic sheds new light on the national healthcare system, many older Americans are considering long-term care options beyond traditional facilities to allow them to age in place. It is vital for your clients to plan their financial strategy now in order to afford the ideal care later.

Join Aging Life Care Association's® CEO Taney Hamill and Board of Directors President Connie O. McKenzie, RN, CMC for a topical webinar to learn more about the client-centered approach to caring for older adults, what an Aging Life Care Manager does, and how by working together as a team you can better serve your clients and gain an important referral source.

Stephen R. Pepe JD*, Reverse Mortgage Specialist at RMF, will be joining Taney and Kate to discuss your clients’ options for funding their preferred method of care and aging in place. He will provide a brief overview of today’s federally-insured† and proprietary reverse mortgages and offer target strategies for using home equity to fund in-home care. Stephen will cover both short-term approaches for immediate, urgent care needs, as well as long-term planning options for potential costs decades down the road.

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

*RMF does not offer legal services.

†This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.

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