I’ll be presenting a class at NAPFA’s Spring Conference in Bellevue Washington May 16 – May 19th. Sessions at the conference will offer important updates on risk management, tax and retirement planning, practice management, technology, marketing and more. If you’re attending, let’s connect. You can register and see a full agenda at www.napfa.org/SpringConference.
Class: Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages: The HECM for Purchase, and Related Income Tax Benefits
Class Description: Among the many beneficial uses of HUD’s recently revamped reverse mortgage program, the FHA’s Home Equity Conversion Mortgage (HECM), there is a set of these uses that fit into the category called “HECM for Purchase,” and sometimes abbreviated as “H4P.” The two uses of the H4P and one of the HECM are discussed and illustrated in this talk and include divorce, replacing a conventional mortgage and downsizing.
Where: NAPFA’S Spring Conference at the Hyatt Regency in Bellevue, Washington
Class Date and Time: Wednesday, May 17th from 1:10 p.m. – 2:00 p.m.
NAPFA CE Credit: E (1.0)
CFP CE Credit: (1.0)
