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Free Webinar Viewing: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation

Date: Wednesday, January 15, 2020
Time: 8:00am - 9:00am
Location: SOS Association Management - 7729 E. Greenway Road, #300, Scottsdale, AZ 85260
Speaker: Don Graves, RICP®, CLTC®, CSA

**This event must be attended in-person**

Location: 

7729 E. Greenway Road, Suite 300

Scottsdale, AZ 85260


About the Program

With the current retirement crisis, advisors need every viable resource to help their clients.  Reverse mortgages have become one such resource.  Much has changed with the program’s restructuring, and estate planners have discovered five surprising ways Housing Wealth strategies are reshaping retirement outcomes. 

About the Speaker

Don Graves is the president of the Housing Wealth Institute, best-selling author and an adjunct instructor of retirement income at the American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning and has been quoted in Forbes Magazine, featured on PBS-sponsored shows, and recognized as one of the American College's 11 Retirement Income Alumni you need to read. 

Continuing Education Credit

*CFP CE Available*

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. 

*Available to the first 15 members to register. Due to limited space, if you are unable to attend, please email Anna Jovel, Account Executive, at info@caepc.org.

 

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