Money Guide Pro Webinar

Reverse Mortgage Webinar

Money Guide Pro: Software Solutions for Improving Retirement Outcomes with the Housing Asset Hosted by Shelley Giordano and Daniel Latham Event Info Date: August 29th, 2018 Time: 10:00 AM PST Register Here https://register.gotowebinar.com/register/8269318493319956995 Event Description Join host Shelley Giordano, Founder and Chair of the Funding Longevity Task Force and Daniel Latham, Account Manager at Money […]

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When The Housing Asset Is The Only Solution

Reverse Mortgage Webinar

When the Housing Asset is the Only Solution Webinar Hosted by Shelley Giordano, with Guest Speaker Curtis Cloke Event Info Date: Wed, Jul 25, 2018 Time: 10:00 AM – 11:00 AM PDT Register Here https://register.gotowebinar.com/register/8886929567092507395 Event Description Many RIA firms associated with BDs have legitimate concerns about advisors discussing the home asset as part of […]

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HECM for Purchase Realtor Certification Course 2

HECM For Purchase Course

HECM For Purchase Program Webinar Presented by: Mary Jo Lafaye of Retirement Funding Solutions (RFS) Event Info Date: Thurs, Jul 19, 2018 Time: 11:00 AM – 1:00 PM PDT Register Here http://rfslends.com/realtor-webinars/ Event Description Join us for another great webinar where you can learn how you can sell more homes by offering the HECM for […]

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HECM for Purchase Realtor Certification Course

HECM For Purchase Webinar

HECM For Purchase Program Webinar Presented by: Mary Jo Lafaye of Retirement Funding Solutions (RFS) Event Info Date: Thursday, Jul 12th Time: 2018 11:00 AM – 1:00 PM PDT Register Here http://rfslends.com/realtor-webinars/ Event Description Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+. Imagine showing someone […]

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HECM For Purchase Webinar

HECM For Purchase Webinar

HECM For Purchase Program Webinar Presented by: Mary Jo Lafaye of Retirement Funding Solutions (RFS) Event Info Date: Wednesday, June 27th, 2018 Time: 9:00 AM – 11:00 AM Pacific time. Register Here http://rfslends.com/realtor-webinars/ Event Description Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+. Imagine showing […]

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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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