Monday, November 19, 2018 | 12:00 PM — 1:00 PM EST
Modeling Reverse Mortgages in eMoney®
Presented by:
Tim Jackson
National Sales Manager for the Financial Planning Channel 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. Tim will also share a powerful Excel workbook that you can use to model the use of the unique reverse mortgage credit line.
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. If you have any clients 62 or older with any of the following conditions:
- If you have clients 62+ with retirement plans at-risk
- If you have clients 62+ with NO long-term care insurance
- If you have clients 62+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now
Wednesday, November 28, 2018 | 4:00 PM — 5:00 PM EST
Investing Profitably Through the End of the Bull Market Cycle and Through the Next Bear Market
Presented by:
Lou Stanasolovich, CFP®
Founder, CCO, CEO and President of Legend Financial Advisors, Inc.® and EmergingWealth Investment Management, Inc.®
In March of 2019, assuming we are still in a Cyclical Bull Market, we will celebrate its 10-year anniversary since the end of the 2007 to 2009 Bear Market. Given that we are in the top 4.0% of all-time valuations, it is highly likely that sometime within the next couple of years, we will enter a Cyclical Bear Market.
This approaching problem coupled with a Federal Reserve (Fed) that appears bound and determined to raise interest rates until we enter a recession, will create a challenging investing environment ahead. Join Lou Stanasolovich, CFP®, CEO and President of Legend Financial Advisors, Inc., for this special webinar when he will provide solutions – both tactical and strategic – to solve the aforementioned issues.
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now