What You'll Learn
The use of mortgage financing can be an important part of a client's financial plan. Join this session that will use case studies to illustrate the mortgage options that merit consideration when clients experience life events such as divorce, the loss of a spouse, job loss or…
The use of mortgage financing can be an important part of a client's financial plan. Join this session that will use case studies to illustrate the mortgage options that merit consideration when clients experience life events such as divorce, the loss of a spouse, job loss or transfer, right-sizing, or aging in place. There will also be a review of the facts clients should consider when helping their children compare the cost of renting versus buying their first home; plus, the pros and cons of clients assisting with their child's down payment or co-signing a loan.
Attendees will learn:
- The various types of loan programs available
- Mortgage options available to clients going through life events
- How clients can help children buying their first home
*CE/CPE Eligible: 1 CE credits are 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.