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July Webinar - Reverse Mortgages: The Cinderella of Retirement Planning?
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Details coming soon!

 Export to Your Calendar 7/30/2020
When: Thursday, July, 2020
12:00 PM
Where: United States
Contact: CSA Marketing
800.653.1785

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Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.

Learning Objectives:  The course will be covering How a Reverse Mortgage can reduce tax obligations, decrease Sequence of Returns Risk, increase Portfolio Survivability, and effects your Retirement Income Efficiency.

 

About the Presenter

HARLAN ACCOLA
Reverse Mortgage Director • NMLS ID 277693


Harlan has been in the mortgage industry for over 20 years. He has specialized in reverse mortgages since 2003 and is currently the Reverse Mortgage Director for Fairway. Harlan is very passionate about the role that reverse mortgages can play in changing the way retirement is done in this country. His best attribute is confronting conventional wisdom with new and innovative ideas that will give you a completely different perspective. 

 

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option. 

NOTICE: Due to increased usage of GoToMeeting's platform, call lines are experiencing unusually high call volume. In order to access the webinar, we recommend using your computer's audio functionality or dialing in early to ensure you are able to access the webinar. 

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