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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART;TZID=America/Phoenix:20190502T100000
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DTSTAMP:20260503T193109
CREATED:20190329T232653Z
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SUMMARY:Financial Planning Solutions Utilizing Home Equity
DESCRIPTION:Home equity could be a strategic component of a comprehensive retirement plan.\nThe reverse mortgage may help complete the longevity planning puzzle. \nThis course for financial professionals will give you a basic understanding of a reverse mortgage including the features\, available products\, and eligibility\nrequirements. We will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan. \nThe course is presented by Steve Resch\, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago\, initially as a securities analyst for a Wall Street broker-dealer\, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow\, asset protection\, and other concerns that many retirees face. In addition to utilizing the program within his practice\, Steve has trained hundreds of bankers\, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage\, protect and enhance their clients’ wealth. \nApproved for 2 CE Credits for Certified Financial Planners (CFPs) \nLUNCH PROVIDED AFTER! \nRSVP to:\nKory Boxberger\n480.248.2916\nkboxberger@financeofamerica.com \nDownload Brochure here
URL:https://naifa-az.org/event/financial-planning-solutions-utilizing-home-equity/
LOCATION:Finance of America
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/03/Image-2019-03-29-at-4.23.08-PM.png
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DTSTART;TZID=America/Phoenix:20190502T150000
DTEND;TZID=America/Phoenix:20190502T170000
DTSTAMP:20260503T193109
CREATED:20190329T233619Z
LAST-MODIFIED:20190329T235400Z
UID:1677-1556809200-1556816400@naifa-az.org
SUMMARY:Financial Planning Solutions Utilizing Home Equity
DESCRIPTION:Home equity could be a strategic component of a comprehensive retirement plan.\nThe reverse mortgage may help complete the longevity planning puzzle. \nThis course for financial professionals will give you a basic understanding of a reverse mortgage including the features\, available products\, and eligibility\nrequirements. \nWe will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan. \nThe course is presented by Steve Resch\, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago\, initially as a securities analyst for a Wall Street broker-dealer\, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow\, asset protection\, and other concerns that many retirees face. In addition to utilizing the program within his practice\, Steve has trained hundreds of bankers\, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage\, protect and enhance their clients’ wealth. \nHAPPY HOUR AFTER! \nRSVP to: \nKory Boxberger\n480.248.2916\nkboxberger@financeofamerica.com \nDownload brochure here
URL:https://naifa-az.org/event/financial-planning-solutions-utilizing-home-equity-2/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/03/Image-2019-03-29-at-4.36.33-PM.png
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