CFP BOARD Ethics Education Webinar

Financial Planning Webinar

Complimentary CFP Board of ETHICS TRAINING Presented by Maguerita Cheng Event Info Date: May 15, 2018 Time: 9AM – 11AM PT 12PM – 2PM ET Register Here https://register.gotowebinar.com/register/1670741293806928897/ Event Description This exclusive program is approved for 2.00 hours of CFP® Ethics Continuing Education Credit. Submit your CFP ID upon registration to be eligible. Attendees of […]

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Health Care And Long-Term Care Webinar

Health Care And Long-Term Care Webinar

Health Care and Long-Term Care with Guest Speaker, Dan McGrath Join best-selling author, Dan McGrath (What You Don’t Know About Retirement Will Hurt You), as he teaches advisors how to protect their clients’ greatest asset—their health. Discover how health coverage for retirees impacts retirement income planning, especially Social Security benefits, and prepares your clients for […]

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Housing Wealth To Improve Financial Outcomes

Reverse Mortgage Specialist In Corte Madera

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement – Corte Madera Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: Wednesday, March 28, 2018 Time: 10:00 a.m. – 11:30 a.m. Location: Town Center Corte […]

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Improve Financial Outcomes In Retirement

Improve Financial Outcomes In Retirement

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: March 27, 2018 Time: 11:00 am – 12:30 pm ET Location: Peninsula Family YMCA 1877 S. Grant […]

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How Much Can I Spend In Retirement?

Retirement Income Planning or Seniors

A Webinar Presentation by Dr. Wade Pfau, Ph.D., CFA This webinar session will focus on the probability-based school of thought regarding retirement income. Developed by financial planners since the 1990s, the concept of safe withdrawal rates, specifically the 4% Rule, which was developed from William Bengen’s analysis of the U.S. historical data, will be discussed. […]

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Increase Sales With Senior Home Buyers

Marin County Realtor Certification

Increase Sales with the Silver Tsunami by Marin Association of REALTORS® Presented by MAR 2017 Affiliate of the Year: Mary Jo Lafaye, Retirement Funding Solutions Event Info Title of Event: Increase Sales with the Silver Tsunami Date: March 16th, 2018 Time: 9:30 am – 11:00 am Location: https://www.google.com/maps?hl&q=40+Mitchell+Blvd+San+Rafael+CA+94903 MAR Office 40 Mitchell Blvd San Rafael, […]

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Who Is Jay Coulter?

Jay Coulter Retirement Planning Podcast

Podcast & FREE Book! Listen to this podcast and win a free book: https://www.jaycoulter.com/single-post/pfau Retirement Income Planning Guru, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Win a free copy of Dr. Pfau’s book, “A Researcher’s Guide to Reverse Mortgages; How to Use Reverse Mortgages to Secure Your […]

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Get Your Realtor Certification And Learn To Capture Sales

Get Your Realtor Certification

Event Info Date: February 16, 2018 Time: 9:30 am – 11:00 am and Date: March 16th, 2018 Time: 9:30 am – 11:00 am Location: https://www.google.com/maps?hl&q=40+Mitchell+Blvd+San+Rafael+CA+94903 MAR Office 40 Mitchell Blvd San Rafael, CA 94903 Get Tickets https://www.eventbrite.com/e/increase-sales-with-the-silver-tsunami-tickets-42583016950 Course Information http://marincountyrealtors.com/index.php?src=events&submenu=Calendar&srctype=detail&category=LiveClasses&refno=1071 Increase Sales with The Silver Tsunami 22% of all home sales last year involved homeowners […]

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