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December 5 2019 Luncheon Program
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December 5 2019 Luncheon Program

Please join us for our Luncheon Program and Membership Annual Meeting at Westwood Country Club. Speaker Details will be announced soon!

 Export to Your Calendar 12/5/2019
When: 12/05/2019
11:00 am
Where: Map this event »
Westwood Country Club
800 Maple Avenue, East
Vienna, Virginia  22180
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 12/5/2019
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Members: $40 - Non-Members: $60

Westwood Country Club

Check in begins at 11:00 am and the program will end by 2:00 pm

Join us for the Annual Membership Meeting and Meet our 2020 Board!

 Two Great Speakers!

2 CFP CE Approved! 2 VA Insurance Approved! 2 CIMA CE and 2 MD Insurance CE Pending Approval! CPA CPE Offered!

 Harlan Accola - Fairway Mortgage Corporation

Advanced Applications: Reverse Mortgage Research in Retirement Planning

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 deduction 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?

This presentation goes over the basics of reverse mortgages and goes into advanced statistics that show how a reverse mortgage can help prevent seniors from running out of money so quickly.   Education is critical as many people are not aware of all the benefits and new guidelines coming out on reverse mortgages.   The advanced portion of this class gets you thinking and is very interactive; you will be on your seat when we explain the three milk bucket approach!  This topic is as relevant as any others when it comes to estate planning, preserving and protecting assets, and certainly helping older adults obtain financial independence and peace of mind.  This is something you shouldn’t miss!

Learning Objective:

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. 

 

 Terry Clower - George Mason University

Economic Review and Outlook

This presentation will look at our economy from a National perspective as well as from a Virginia perspective. We will also examine the regional DC and Northern Virginia economy. The impact of the recent disasters around the country and in the neighboring islands will be reviewed and studied to examine that impact on the economy. Job growth and real estate trends will be reviewed, as well as recent government actions and policies and their impact on our economic forecast.