Webinars
January 22, 2020

Plan for the 21st Century Retirement – with Steve Vernon, FSA

Wednesday, January 22nd  11:00am-12:00pm PST

Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance their health and longevity, and nurturing their social portfolio

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January 28, 2020

HECM for Purchase Realtor Certification Course

Tuesday, January 28th 9:00am-11:00am PST

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment!

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29.05.19

HECM: Magic in Retirement

Led by industry expert Steven Thomas, this webinar will explore the use and application of the Home Equity Conversion Mortgage (HECM) from a financial planning standpoint. 

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01.11.19

HECM for Purchase Realtor Certification Course

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment!

Register Here
10.12.19

HECM for Purchase Realtor Certification Course

Tuesday, December 17th, 10am-12pm PDT

Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+.

Register Here
11.12.19

The Convergence of Health Care and Financial Planning | Presented by Peter Stahl, CFP®

Wednesday, December 18th, 11am-12pm PDT

In this webinar led by Peter Stahl, CFP®, we will discuss the following points of convergence between health care and financial planning

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