Webinar Registration

How Financial Planner Clients Use Reverse Mortgages

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

Thursday, July, 15

12:00pm ET

75 minutes

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

Terry Hancock

Reverse Mortgage Director Sun West Mortgage

Tom Dickson

Founder Financial Experts Network

What You'll Learn

This session is intended to answer the question recently posed by a financial planner. What are some of the ways other financial planners have used a reverse mortgage with their clients?

Tom Dickson will share how he saw planners using a reverse mortgage when he spent over…

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

This session is intended to answer the question recently posed by a financial planner. What are some of the ways other financial planners have used a reverse mortgage with their clients?

Tom Dickson will share how he saw planners using a reverse mortgage when he spent over 10 years educating them on how they work and possible uses. Terry Hancock will join Tom to add his experience in working with financial planners.

This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE 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.