Webinar Registration

Pros and Cons of Intra-Family Mortgages
Boost Your Client's Real Estate Investing, Home Buying outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, February, 14
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Timothy Burke
CEO National Family Mortgage
John
John H. Biebel, JD, CFP ®
Financial Planner Ridley Cove Financial Advisors, LLC

What You'll Learn

Are your clients providing significant financial support to both their adult children and aging parents while still planning for their own retirement? Intra-family mortgage loans are becoming increasingly popular within the private wealth sector - especially among members of the “…

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What You'll Learn
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Webinar Description

Are your clients providing significant financial support to both their adult children and aging parents while still planning for their own retirement? Intra-family mortgage loans are becoming increasingly popular within the private wealth sector - especially among members of the “Sandwich Generation.”

In this webinar, Timothy Burke, CEO of National Family Mortgage ®, and John H. Biebel, JD, CFP ® from Ridley Cove Financial Advisors, LLC, will review the structuring basics, pitfalls, and principles of intra-family mortgage loans as a "win-win" wealth protection/transfer solution.

 

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.