Upcoming Webinars

Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, February 25, 2020 | 12:00 PM — 2:00 PM EST

CFP Board New Code of Ethics & Standards of Conduct

Presented by:
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Chief Executive Officer at Blue Ocean Global Wealth

Join us for a special webinar focusing on the Certified Financial Planner Board of Standards’ (CFP) required learning objectives. This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

At the end of the course, participants will be equipped to:

  • Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals
  • Act in accordance with CFP Board's fiduciary duty
  • Apply the Practice Standards when providing Financial Planning Recognize situations when specific information must be provided to a Client
  • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest
Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations. 

Register Now

Tim Jackson

Tuesday, March 03, 2020 | 12:00 PM — 1:00 PM EST

Modeling Reverse Mortgages in eMoney®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea for your clients. 

Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.

Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow.

You should attend:

  • If you have clients 60+ with retirement plans at-risk
  • If you have clients 60+ with NO long-term care insurance
  • If you have clients 60+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now

Jamie Hopkins, Esq, LLM,MBA,CFP®,RICP®

Tuesday, March 10, 2020 | 12:00 PM — 1:00 PM EDT

Leveraging Housing Wealth in a Bucketing Plan

Presented by:
Jamie Hopkins, Esq, LLM,MBA,CFP®,RICP®

Professor of Taxation at The American College and the Director of the New York Life Center for Retirement Income

Retirement income planning is like trying to hit a moving target in the wind. The target is the client's goals, the target is moving because we don't know how long someone will be in retirement, and there is wind because laws, the market, and other things change throughout the course of a retirement. To effectively build a retirement income plan you need to take a holistic approach to the client's situation, this includes examining cash flow and wealth management strategies as it relates to the home. When used appropriately home equity can help increase the sustainability of a retirement income portfolio and create a better lifestyle outcome for the client. Lastly, a really good plan or strategy is great, but if the client doesn't understand or buy into the plan, execution will fail. This is why the bucketing approach to retirement income can be used to better incorporate home equity into a common sense strategy that a client can get behind and buy into. 

At the end of this course, participants will be equipped to:
  • Review the existing research and best practices around using home equity and reverse mortgages to support a retirement income plan. 
  • Examine why a fiduciary planning mindset requires a review of reverse mortgages.
  • Dive into the bucketing approach to retirement income planning and how it can help with client plan adoption and execution. 

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

Register Now

Tim Jackson

Tuesday, March 17, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are all of your clients in the Confidence Zone? 

If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.  

Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:   
  • If you have clients 60+ with plans at-risk
  • If you have clients 60+ with NO Long-term care insurance
  • If you have clients 60+ making mortgage payments

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

Register Now

Tim Jackson

Tuesday, March 31, 2020 | 12:00 PM — 1:00 PM EDT

Jumbo Reverse Mortgage with a Voluntary Payment†

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you aware there is a new product available for your clients age 60+* that would allow for voluntary monthly mortgage payments? Today, in the retirement income planning space, academics are placing more and more emphasis on risk in retirement. With this new reverse mortgage product, your clients can eliminate their mandatory mortgage payments† and increase their cash flow with closing costs as low as $125‡ with an Equity Elite® mortgage.

Please join Tim Jackson to learn more about how this new reverse mortgage product will impact your clients’ retirement plans. Tim will also discuss case studies to demonstrate how planners can help clients avoid capital gains and lower their taxes||, all while staying in their home.†

You should attend this webinar if:

You have clients age 60+
You need solutions for older clients who are house rich but cash poor 
You don’t know the facts about today’s proprietary reverse mortgages
You are unaware of the four reverse mortgage strategies used by advisors

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

*Not applicable in all states; some states may impose a higher age requirement. Visit www.reversefunding.com/equity-elite for details.

As with any mortgage, the borrower must meet their loan obligations, which includes keeping current with property taxes, homeowners insurance, and keeping their home in good condition.

With this pricing option, borrower receives a lender credit covering nearly all closing costs. There is a non-refundable independent counseling fee of approximately $125 on average, which the borrower pays directly to the counseling agency. Terms and conditions apply. Not available in all states.

||Not tax advice. Consult a tax professional 

Register Now

Tim Jackson

Tuesday, April 07, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in eMoney®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea for your clients.
Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.

Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow.

You should attend:
  • If you have clients 60+ with retirement plans at-risk
  • If you have clients 60+ with NO long-term care insurance
  • If you have clients 60+ making mortgage payments

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

Register Now

Tim Jackson

Tuesday, April 21, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are all of your clients in the Confidence Zone? 

If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.  
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:  
 
  • If you have clients 60+ with plans at-risk
  • If you have clients 60+ with NO Long-term care insurance
  • If you have clients 60+ making mortgage payments


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

Register Now

Tim Jackson

Tuesday, May 05, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in eMoney®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea for your clients. 
Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.

Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow.

You should attend:
  • If you have clients 60+ with retirement plans at-risk
  • If you have clients 60+ with NO long-term care insurance
  • If you have clients 60+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now

Tim Jackson

Tuesday, May 19, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are all of your clients in the Confidence Zone? 

If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.
  
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:  
  • If you have clients 60+ with plans at-risk
  • If you have clients 60+ with NO Long-term care insurance
  • If you have clients 60+ making mortgage payments


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

Register Now

Tim Jackson

Tuesday, June 02, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in eMoney®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea for your clients. 
Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.

Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow.

You should attend:
  • If you have clients 60+ with retirement plans at-risk
  • If you have clients 60+ with NO long-term care insurance
  • If you have clients 60+ making mortgage payments


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

Register Now

Tim Jackson

Tuesday, June 16, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are all of your clients in the Confidence Zone? 

If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.  

Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:   
  • If you have clients 60+ with plans at-risk
  • If you have clients 60+ with NO Long-term care insurance
  • If you have clients 60+ making mortgage payments

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

Register Now