Upcoming Webinars

Tim Jackson

Tuesday, December 10, 2019 | 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? Join Tim Jackson when he will show you how to use the eMoney Decision Center to determine 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.

*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.

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Tim Jackson

Wednesday, December 11, 2019 | 12:00 PM — 1:00 PM EST

Reverse Mortgage Planning Q&A

Presented by:
Tim Jackson

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

As a valued partner of Reverse Mortgage Funding LLC, we want to make certain you understand how to assess whether a reverse mortgage is a good financial option for your clients. 

Please join Timothy R. Jackson, Head of Financial Planner Education and Support at RMF, for an exclusive Q&A webinar when he will answer your reverse mortgage questions in real-time. Tim will also provide live demonstrations of how a reverse mortgage may impact varying scenarios.

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Tim Jackson

Tuesday, December 17, 2019 | 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.

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Kurt Czarnowski

Tuesday, January 14, 2020 | 12:00 PM — 1:00 PM EST

Social Security and Retirement Planning: A Hit or Myth Proposition

Presented by:
Kurt Czarnowski

Former Communications Director at the Social Security Administration

As Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought. But they are also starting to realize that they don’t know as much about the system as they should. 

Join Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, for a special webinar when he will provide a wealth of information about the system.  

He will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement.  He will also provide the latest information on the changes to the claiming strategies that couples have been able to employ in order to maximize their Social Security benefits.

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

Register Now