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…
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.