Upcoming Webinars

Carol Lee Roberts, CDFA®, CFP®

Tuesday, October 26, 2021 | 12:00 PM — 1:00 PM EDT

The Current Landscape of Divorce

Presented by:
Carol Lee Roberts, CDFA®, CFP®

President, Institute for Divorce Financial Analysts

Join Carol Lee Roberts CDFA®, CFP®, President of the Institute for Divorce Financial Analysts, for an examination of how the COVID-19 pandemic has impacted divorce in the United States. She will also review the financial implications of divorce and how to minimize unnecessary financial consequences for your clients. 

Attendees will 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, and post-divorce planning. This session will teach attendees how best to assist clients who are divorcing, no matter their stage of life.

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

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Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, November 09, 2021 | 12:00 PM — 1:00 PM EST

Diversity & Inclusion & Its Impact on Financial Planning

Presented by:
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita M. Cheng, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar to learn how to successfully represent diversity, equity & inclusion in your financial planning practice. Over the past few decades, leaders have started to embrace diversity & inclusion because the business world has become more global. The practice of work is now more team-focused. 

She will discuss the U.S.'s profound demographic and economic shift in terms of age, gender, race & ethnicity. Our country and the global population are aging disproportionally. The emergence of women in terms of leadership, entrepreneurship, and innovation is indisputable; women are an essential and integrated part of the American economy. The children of our increasingly diverse population represent America’s newest chapter of assimilation, progress, and opportunity.

Attendees will learn: 
  • The growth opportunity associated with serving diverse clients in terms of race, ethnicity age, and gender
  • The distinction between race and ethnicity 
  • How to raise awareness among the advisory community and the opportunities associated with diversity and inclusion
  • How to quantify and qualify both the tangible and intangible advantages of embracing diversity
  • About racial, ethnic, and cultural diversity and how our population is evolving
  • Clear concise actionable steps to become more inclusive

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

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Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, December 07, 2021 | 12:00 PM — 2:00 PM EST

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 Marguerita M. Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth, 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 CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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Christian Mills

Tuesday, December 14, 2021 | 12:00 PM — 1:00 PM EST

Monetizing Home Equity with Today’s Reverse Mortgage

Presented by:
Christian Mills

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Nathan Johnson

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Homeowners aged 62 and older currently hold a record $9.2 trillion in home equity. This age group holds 1/3 of the country’s housing wealth and yet nearly 37% of retirees are worried about their financial security in retirement.* 

Unfortunately, most homeowners 55 and older don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances and limit the effects of market volatility – allowing them to access income-tax-free cash to help fund their retirement needs and goals. 

After attending this webinar, you’ll be able to educate your clients on the benefits of reverse mortgages, and you’ll be able to create a buffer asset for your clients to avoid selling at losses and prevent sequence risk, while creating a larger legacy.

Attendees will learn: 
  • What improvements have been made and what consumer safeguards have been added to reverse mortgages in recent years 
  • The four common reverse mortgage strategies for increasing retirement stability
  • The different types of reverse mortgage loans, both federally-insured and proprietary, for real-life applications
  • How to demonstrate reverse mortgage solutions for eligible clients
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

*Sources: Source: NRMLA/RiskSpan Reverse Mortgage Market Index, July 2021. Guerin, Jessica. “Experts: Home equity is key to solving the country’s looming retirement crisis.” HousingWire. 18 Feb. 2019. Accessed; 6 Jan. 2021. Passy, Jacob. “Baby Boomers Own a Third of All U.S. Homes: These Markets Will Feel the Biggest Impact When They Retire.” Barron’s. 02 Dec. 2019.
†Available to borrowers as young as 55 in select states only. Higher minimum age requirements may apply. Visit www.reversefunding.com/equity-elite for details.
‡Not tax advice. Consult a tax professional.

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