Webinar Registration

Mastering the Art of Liability Repayment Techniques

Boost Your Client's Mortgages outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, January, 10

04:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

John Thompson, CDLP, CLA

Liability Advisor

Todd Ballenger

Founder Smart Borrow Unviersity

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Financial advisers will learn about " Prepayment Analysis", an approach to improve debt management techniques. The presentation, delivered by liability experts Todd Ballenger and John Thompson, will cover a practical demonstration using real-world case studies, emphasizing balance sheet neutrality in debt prepayments and understanding Effective Percentage Rate (EPR™). Todd and John will also discuss the emotional factors that impact customers' decision to prioritize debt repayment over possibly better-performing options.

The goal of the presentation is to improve financial advisors' comprehension of liability management by demonstrating the usefulness of "Prepayment Analysis" in their professional mindset for considering rational and emotional factors when approaching debt repayment.

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

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.