Upcoming Webinars

Tim Jackson

Tuesday, January 28, 2020 | 12:00 PM — 1:00 PM EST

The New Case for Reverse Mortgages and their Four Common Uses

Presented by:
Tim Jackson

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

Leading retirement researchers have concluded that today's reverse mortgages, both government-insured and proprietary, can improve a client's retirement income efficiency, retirement sustainability and their legacy.

Join Tim Jackson for a special webinar to learn about the pros and cons of reverse mortgages, especially the new consumer protections and changes in eligibility criteria.

The four common uses of reverse mortgages will also be reviewed. Attendees will learn how to incorporate home equity into their clients' holistic financial plans, and how to create reverse mortgage solutions that are tailored to individual client needs.

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

Register Now

Tim Jackson

Tuesday, February 04, 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

Tim Jackson

Tuesday, February 18, 2020 | 12:00 PM — 1:00 PM EST

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

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

Tuesday, February 25, 2020 | 12:00 PM — 1:00 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

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, 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