Upcoming Webinars

Cindy Shnaider, MSF

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

Economic Indicators: Filtering Out the Noise and Panic to Get Good Information

Presented by:
Cindy Shnaider, MSF

Graduate Coordinator, Professor, College for Financial Planning

Economic indicators provide clues to the health of our economy. Your clients may be concerned about negative economic indicator news and it is up to you as the planner to assuage any panic with knowledge about and expertise in economic indicators.

Join Cindy Shnaider, MSF, Professor at the College of Financial Planning, for a special webinar when she will explore how valuable and accurate the economic indicators are that we hear announced on financial news. There are various, interesting sources of information for economic indicators, which can give a perspective into the information they provide. With the right filter and using a few, not just one, indicators, we can peek into the health of an economy. The information provided in this webinar will make you less willing to depend on single indicators, yet with a better understanding of what a group of economic indicators can tell us about our economy.

Attendees will: 
  • Determine economic factors that are incorporated into economic indicators
  • Analyze the source and value of various economic indicators
  • Learn how to assuage clients' panic with knowledge about and expertise in economic indicators
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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Nathan Johnson

Tuesday, March 30, 2021 | 12:00 PM — 1:00 PM EDT

Monetizing Home Equity with Today’s Reverse Mortgage

Presented by:
Nathan Johnson

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Christian Mills

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Homeowners aged 62 and older currently hold a record $7.8 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 aged 60 and older† don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances regardless 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: Clow, Chris. “Senior Housing Wealth Reaches New Milestone of $7.82 Trillion.” Reverse Mortgage Daily. 14 Jan. 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.

†Not applicable in all states; some states may impose a higher age requirement. Visit www.reversefunding.com/equity-elite for details.

‡Not tax advice. Consult a tax professional.

||This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.

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