Upcoming Webinars

Brennan Hannon

Tuesday, August 20, 2019 | 12:00 PM — 1:00 PM EDT

Why 529s: Increasing Your Prospect Base

Presented by:
Brennan Hannon

Advisor Relations Manager at CollegeInvest

Think 529s have a limited place in your business practice? Think again! The discussion with your clients who may need a 529 increases your credibility and enhances the relationship with your customer. In addition, using 529s can expand your client prospects. 

Join Brennan Hannon, Advisor Relations Manager at CollegeInvest, when he will cover 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the new tax laws. In addition, he will discuss using 529s to gain access to prospects and increase value for your clients. 

Attendees will:
  • Understand 529s including contributions and distributions 
  • Learn how 529s can expand your business and deepen client relationships 
  • Understand how 529s fit in to the college funding equations
  • Learn how to use 529s in estate planning and wealth transfer 

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

Register Now

Tim Jackson

Tuesday, August 27, 2019 | 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

Elizabeth Loewy

Tuesday, September 03, 2019 | 12:00 PM — 1:00 PM EDT

The Truth About Elder Financial Abuse

Presented by:
Elizabeth Loewy

General Counsel and Senior Vice President of Industry Relations for EverSafe

Your clients face challenges beyond their physical health as they age. 1 in 5 seniors has been financially exploited, and the average loss is $120,300 per victim. Caregivers, too, face an average loss of $36,000 after an older relative has been defrauded. 

Elder financial abuse is a crime affecting thousands of frail and elderly people in the US, with a huge financial and social cost. Most cases go unreported, hidden by fear and shame. This presentation will also focus on ways in which financial advisors and their older clients can help prevent fraud and abuse by using common tools such as guardianship, powers of attorney, revocable trusts, and how to create a family fortress for clients by utilizing sophisticated technology.
 
Financial advisors are in a unique position to take steps to protect their clients and their clients’ loved ones from fraud, identity theft, and age-related issues. Join guest expert Liz Loewy for a special webinar focused on current scams, simple strategies, and innovative tools that financial advisors can employ to prevent fraud and identity theft – before there’s a crisis.

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

Register Now

Tim Jackson

Tuesday, September 10, 2019 | 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? 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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Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, September 17, 2019 | 12:00 PM — 2:00 PM EDT

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, September 24, 2019 | 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