Tuesday, July 07, 2020 | 12:00 PM — 1:00 PM EDT
Help Your Clients Mitigate Sequence Risk During a Stormy Economy
Presented by:
Tim Jackson
Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC
Are your older clients rushing to withdrawal from their retirement accounts or liquidate their assets in this stormy market?
You can help them create a buffer asset to avoid selling at losses and prevent sequence risk by tapping into one of their greatest untapped assets—their home equity. Even though investments are generating lower returns in the current interest rate environment, the amount of income-tax-free* funds available with reverse mortgages for homeowners age 60+** is growing.
Attendees will learn:
- How to leverage home equity in a bucketing plan
- The four common reverse mortgage strategies for increasing retirement stability
- How a reverse mortgage can help older clients create a greater legacy
- How clients can defer voluntary mortgage payments† while still accessing additional funds in a down market
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations. *Not tax advice. Consult a tax professional.†As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.**Not applicable in all states; some states may impose a higher age requirement. Visit www.reversefunding.com/equity-elite for details.
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Tuesday, July 14, 2020 | 12:00 PM — 1:00 PM EDT
5 Pitfalls Of Divorce
Presented by:
Carol Lee Roberts, CDFA®, CFP®
President, Institute for Divorce Financial Analysts
Explore the five financial pitfalls of divorce and learn how to minimize unnecessary financial consequences for your clients.
Learn how specialized knowledge of divorce financial planning can assist with issues such as:
• The definition of separate and marital property,
• The division of the marital home,
• The division of retirement plans,
• Unique insurance considerations
• Post divorce planning.
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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Tuesday, July 21, 2020 | 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®
Kate Granigan, MSW, LICSW, C-ASWCM
Board Director and Chief Executive Officer, LifeCare Advocates®
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® CEO Taney Hamill and Board Director and CEO of LifeCare Advocates® Kate Granigan 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.
*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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