Upcoming Webinars

Tim Jackson

Tuesday, October 22, 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

Tim Jackson

Tuesday, October 29, 2019 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in RightCapital®

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? Learn how to model reverse mortgages into the Retirement Analysis module of RightCapital to show both the impact of cash flow and also probabilities of success. Anne Laffin from RightCapital and Tim Jackson will 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.

Register Now

Chuck Wachendorfer

Tuesday, November 05, 2019 | 12:00 PM — 1:00 PM EST

Intro to Behavioral Financial Advice: Why Smart People do Dumb Things with Their Money

Presented by:
Chuck Wachendorfer

Partner and President of Distribution for Think2Perform

Join Chuck Wachendorfer for a special webinar when he will address current trends in financial advice. He will be discussing the importance of understanding emotions in decision-making, and how understanding behavioral financial advice can benefit both you and your clients. Chuck will also explain how these best practices can lead you to helping clients increase their risk tolerance and make financial decisions that are in alignment with their values and goals.

Learning Objectives:
  • The role of emotions in financial decisions
  • The ideal state of emotional intelligence and how to achieve it
  • How to prepare your clients for the "certainty of uncertainty"
  • What Behavioral Financial Advice means and how you can learn more about it

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

Register Now

Tim Jackson

Tuesday, November 12, 2019 | 12:00 PM — 1:00 PM EST

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.

Register Now

Tim Jackson

Tuesday, November 19, 2019 | 12:00 PM — 1:00 PM EST

The New Case for Reverse Mortgages and their Four Common Uses

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Leading retirement researchers have concluded that today's reverse mortgages, both government-insured and proprietary, can improve a client's retirement income efficiency, retirement sustainability and their legacy.

Join Tim Jackson for a special webinar to learn about the pros and cons of reverse mortgages, especially the new consumer protections and changes in eligibility criteria.

The four common uses of reverse mortgages will also be reviewed. Attendees will learn how to incorporate home equity into their clients' holistic financial plans, and how to create reverse mortgage solutions that are tailored to individual client needs.

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

Register Now

Tim Jackson

Tuesday, November 26, 2019 | 12:00 PM — 1:00 PM EST

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

Jeff Rattiner, CPA, CFP®, MBA, RFC

Tuesday, December 03, 2019 | 12:00 PM — 2:00 PM EST

Financial Planner’s Ethical Success

Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC

President and CEO of JR Financial Group, Inc.

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 Approved CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now

Tim Jackson

Tuesday, December 10, 2019 | 12:00 PM — 1:00 PM EST

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.

Register Now

Tim Jackson

Tuesday, December 17, 2019 | 12:00 PM — 1:00 PM EST

The New Case for Reverse Mortgages and their Four Common Uses

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Leading retirement researchers have concluded that today's reverse mortgages, both government-insured and proprietary, can improve a client's retirement income efficiency, retirement sustainability and their legacy.

Join Tim Jackson for a special webinar to learn about the pros and cons of reverse mortgages, especially the new consumer protections and changes in eligibility criteria.

The four common uses of reverse mortgages will also be reviewed. Attendees will learn how to incorporate home equity into their clients' holistic financial plans, and how to create reverse mortgage solutions that are tailored to individual client needs.

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

Register Now