Upcoming Webinars

Tim Jackson

Tuesday, April 07, 2020 | 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? 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 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.

Register Now

Kurt Czarnowski

Tuesday, April 14, 2020 | 12:00 PM — 1:00 PM EDT

Social Security and Retirement Planning: A Hit or Myth Proposition

Presented by:
Kurt Czarnowski

Former Communications Director at the Social Security Administration

As Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought.   But they are also starting to realize that they don’t know as much about the system as they should. 

Join Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, for a special webinar when he will provide a wealth of information about the system.  He will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement.  He will also provide the latest information on the changes to the claiming strategies that couples have been able to employ in order to maximize their Social Security benefits.

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


Register Now

Tim Jackson

Tuesday, April 21, 2020 | 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, April 28, 2020 | 12:00 PM — 1:00 PM EDT

Help Your Clients Mitigate Sequence Risk During a Stormy Economy

Presented by:
Tim Jackson

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

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.

Register Now

Tim Jackson

Tuesday, May 05, 2020 | 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? 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 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.

Register Now

Tim Jackson

Tuesday, May 19, 2020 | 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, June 02, 2020 | 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? 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 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.

Register Now

Wade Pfau, Ph.D.,CFA

Tuesday, June 09, 2020 | 12:00 PM — 1:00 PM EDT

Understanding How Different Types of Annuities Work

Presented by:
Wade Pfau, Ph.D.,CFA

Professor of Retirement Income, The American College

 Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace and understanding how they work can be complex. This presentation seeks to provide a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, deferred variable annuities, and fixed index annuities. For the latter two, we will focus on how they provide exposure to market upside and on how optional guaranteed lifetime withdrawal benefit riders can support lifetime spending. 

Learning Objectives
  • Distinguish between major annuities categories such as variable or fixed, immediate or deferred
  • Understand mechanics for how downside protection, upside potential, and liquidity features work for different annuity types
  • Appreciate the risk pooling insurance aspect provided by annuitization or by guaranteed distributions through an optional guaranteed lifetime withdrawal benefit

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

Register Now

Tim Jackson

Tuesday, June 16, 2020 | 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

Jeff Rattiner, CPA, CFP®, MBA, RFC

Tuesday, June 30, 2020 | 12:00 PM — 1:00 PM EDT

Financial Planner’s Ethical Dominance

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



Register Now