Tax Planning with Reverse Mortgages
Boost Your Client's Reverse Mortgages, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 4 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Shain Urwin
National Reverse Mortgage Director C2 Financial Corp.

Carrie Jones
Financial Planner Delegated Planning
What You'll Learn
This webinar will feature reverse mortgage expert Shain Urwin, a former financial advisor, on how to use a Reverse Mortgage to offset RMDs from Traditional IRAs and 401ks. Shain will also review how to properly stack interest on a Reverse Mortgage as a tool to enable a ROTH IRA…