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November 15, 2018 Member Happy Hour with 2 HOURS OF CE CREDIT!
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November 15, 2018 Member Happy Hour with 2 HOURS OF CE CREDIT!

Please join us for our Happy Hour, which will include two hours of CE! We will begin with CE at the University of Virginia facility, and then follow the presentation with drinks, appetizers and mingling with colleagues and friends.

11/15/2018
When: 11/15/2018
3:30 pm
Where: University of Virginia Facility
7054 Haycock Road
Falls Church, Virginia  22043
United States
Contact: Peggy Nelson
703-620-1712

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This event has now closed so that final arrangements can be made with the caterer! We hope to see you at our December Luncheon and our 2019 events! Thank you!

 

PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE. 

Members: $20 - Non-Members: $40

LIMITED TO THE FIRST 60 REGISTRATIONS DUE TO SPACE LIMITATIONS!

University of Virginia facility, Falls Church, VA

Advanced Applications: Reverse Mortgage Research In Retirement Planning

Presented by Todd Jarvis and Sean Houlihan, Fairway Mortgage Corporation

2 CFP, 2 CIMA, 2 MD Insurance and 2 VA Insurance Approved! CPA CPE Offered!

Course Description

You will learn the answers to these questions: Can I use a reverse mortgage in estate planning to increase the legacy to my heirs? Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs? What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage? Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?

Learning Objective(s)

The course will be covering in depth multiple strategies for how a reverse mortgage could be used for Social Security, Life Insurance, Medicaid, & Long Term Care planning.

 

Drinks and Appetizers will be served after the presentation at the UVA facility! Don't Miss it! One Stop for a Great Presentation with 2 CE, followed by networking, friends, drinks and appetizers! Register NOW!