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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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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10 Things Eliminating A Mandatory Mortgage Payment Does For Retirement Security And Enjoyment

Join us Wednesday, August 23rd for the “10 Things Eliminating a Mandatory Mortgage Payment Does for Retirement Security and Enjoyment” Webinar. When: Wednesday, August 23rd @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions […]

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Divorce In Later Years – Managing The Marital Housing Asset, A Webinar

Join us Wednesday, August 16th for the “Divorce in Later Years – Managing the Marital Housing Asset” webinar. When: Wednesday, August 16th @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions and Mary Jo […]

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Using Housing Wealth to Improve Financial Outcomes in Retirement, a Webinar

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns:  Protect Your Investments during Market Downturns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties […]

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The New HECM for Purchase (H4P), a Webinar

Join Retirement Funding Solutions for this educational webinar facilitated by Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert.   In this webinar, Don Graves will discuss the following: Creating New Investable Dollars and Retirement Efficiencies {Legally and Compliantly} The HECM as a Home Purchase tool (H4P) is now regarded […]

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The Traditional Home Equity Conversion Mortgage, a Webinar

Home Equity Reverse Mortgage

Join Retirement Funding Solutions for this educational webinar facilitated by Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert.   In this webinar, Don Graves will discuss the following:   The History and Basics of Reverse Mortgages The New Profile of the Emerging “Mass Affluent Borrower” Why FINRA Changed Their […]

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Using Housing Wealth to Improve Financial Outcomes in Retirement – a luncheon at Left Bank Brasserie

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties remain homeowners with NO mortgage payments due Bring […]

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