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Christina Danish

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December 2021

L&D Annual Conference

December 8

Learning and Development will be meeting from the 6th to the 8th to discuss 2022.

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What Advisors Should Know When a Client wants to Rightsize, CFP CE

December 9 @ 2:00 pm - 3:00 pm

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 to improve portfolio longevity • How a reverse mortgage can help clients age in place and prevent portfolio liquidation • How to relocate while protecting…

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Total Expert Workshop

December 9 @ 3:00 pm - 3:30 pm

Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST)   HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to…

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***Friday Highlights

December 10

This is a recording from a previous call that you can view at your leisure. ***Insights into Understanding Our Aging Population Passcode: d4vWyqD+   Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to receive credit you must take live or on FAU.      

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B2B Relationship Building for Loan Officers

December 14 @ 2:00 pm - 3:00 pm

This free webinar will cover the distinct difference between B2B and B2C marketing of reverse mortgages.  How to build your B2B marketing plan, and how to simply integrate that plan into your existing schedule. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have…

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EquityAvail for Sales

December 14 @ 3:00 pm - 4:00 pm

FAR is excited about our new Proprietary Product, EquityAvail.  Please join us on this call to learn how the program works, where to access information and some scenarios.   Trainer: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have…

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Financial Assessment Tips

December 14 @ 4:00 pm - 5:00 pm

Looking at a RM borrower qualification through the Financial Assessment lens.  A review of the different credit scenarios of the Reverse Mortgage Borrower.  Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will be held at 4 pm, EST (1 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email…

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HECM Math 1: The Basics

December 15 @ 3:00 pm - 4:00 pm

This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how these calculations work will help you better understand the HECM product. In this section we will talk about the Basic calculations Trainer:  Bo Higby, Sales Trainer/Coach To register for the class please click here. Remember the class will be held at 3 pm, EDT (12 pm, PDT) HOW to Join…

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Funding Long Term Care with Home Equity, CFP CE

December 16 @ 2:00 pm - 3:00 pm

Learn how millions of Americans will unintentionally spend 100% of their home equity on care, new strategies for funding Long-Term Care and how a reverse mortgage can help clients age in place and prevent portfolio liquidation. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that…

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Total Expert Workshop

December 16 @ 3:00 pm - 3:30 pm

Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST)   HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to…

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***Friday Highlights

December 17

This is a recording from a previous call that you can view at your leisure. ***Product Options Overview Passcode: *B59ySs7   Link works best in Chrome and best to manually input the passcode.        

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Financial Safeguards for Reverse Mortgage Borrowers

December 20 @ 1:00 pm - 2:00 pm

Strategies for recognizing fraud and keeping Older Adults safe from financial predators and abuse. Trainer: Sue Haviland, National Sales Trainer and Barb Cripple, Retail Sales Training Manager Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.…

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HECM Non-Borrowing Spouse

December 21 @ 11:00 am - 11:30 am

How are Non-Borrowing Spouses and Non-Borrowing Owners treated?  What can and can't they do? Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 11am, EST (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining. JOIN: Please…

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**Recorded Webinar

December 22

This is a recording from a previous call that you can view at your leisure. ***In Home Care Passcode: g3G#?l=.   Link works best in Chrome and best to manually input the passcode.        

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Total Expert Workshop

December 23 @ 3:00 pm - 3:30 pm

Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST)   HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to…

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FAR Offices Closed

December 24

FAR offices are closed today for the Christmas holiday. Season's Greetings and have a wonderful Holiday Season!!

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Funds to Close

December 27 @ 3:30 pm - 4:30 pm

If you have to bring funds to closing what are acceptable funds? Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 3:30 pm, EST (12:30 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining. JOIN:…

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Seasoning and Occupancy

December 28 @ 12:00 pm - 1:00 pm

You will lean the difference between Seasoning and Occupancy and what documentation can be used for verification Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 12 pm, EST (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar…

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***Recorded Webinar

December 29

This is a recording that you can listen to at your leisure. **ReverseVision Overview Passcode: ZtQUQ7Q?

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Total Expert Workshop

December 30 @ 3:00 pm - 4:00 pm

Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST)   HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to…

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FAR Offices Closed

December 31 @ 8:00 am - 5:00 pm

FAR offices are closed today due to the New Year Holiday. Happy New Year, be safe and enjoy!!

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