Upcoming Webinars

The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. 

After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

This session will:

• Review the elements of fiduciary standards and when they apply
• Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
• Help you determine when to communicate potential conflicts of interest
• Explain compensation disclosure requirements to clients and potential clients
• Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct

Please Note: Two CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

The financial planning process is the gateway towards building successful client relationships. In fact, the planning process ties back to everything client-related we do and within all of the various disciplines of financial planning. 

We all know what we would like to do and achieve, but how realistic are those expectations? What are the realities you encounter when trying to help your clients sort through and prioritize what is important to them? This session focuses on developing real world applications for the realities discussed to ensure that when you work with a client in this area, a model will be developed for use in tackling these client exposures and in providing keen insight and practical recommendations when tackling those problems.

Join Jeff Rattiner, CPA, CFP®, as he works through the financial planning process by identifying critical thoughts in each step of the planning process, determines how to weigh the facts, interpret the data, prioritize the information, and help you present worthwhile recommendations that will further your clients lifelong objectives. 

By attending this program, you will:

• Determine how to gain your clients attention to identify and gather client issues.
• Understand the financial exposures clients need to address in order to tie back to their objectives.
• Gain an understanding on how to reach out and acquire client information to develop well-thought out practical solutions.
• Learn how to develop a process on how to derive solutions to complicated financial issues

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

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 

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.

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.

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.

The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. 

After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

This session will:

• Review the elements of fiduciary standards and when they apply
• Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
• Help you determine when to communicate potential conflicts of interest
• Explain compensation disclosure requirements to clients and potential clients
• Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct

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