CFP CE Webinar: Financial Planning with Reverse Mortgage – Wealthbox CRM

recorded webinar

CFP CE Webinar: Financial Planning with Reverse Mortgage

Join Wealthbox and Right Capital for this CFP CE eligible webinar. Through this webinar, you will gain a deeper understanding of all aspects of reverse mortgages.
Advisors will learn how to identify financial planning opportunities with reverse mortgages and how they can improve a client’s financial plan.
We will also cover case studies that illustrate details of three types of reverse mortgages and evaluate the impact of these types on a client’s retirement plan.

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