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2:00 pm
What Advisors Should Know when a Client wants to Rightsize
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
Find out more »Insights to Understanding Our Aging Population, CRMP Approved
Join us to learn about the Reverse Mortgage industry facts, demographics, statistics and information to make you more effective in your market. This is a CRMP approved course and you can earn 1 CRMP CE credit. Trainer: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here.
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