SEMINARS & WEBINARS
Register to attend one of our LIVE seminars & webinars
Get on the right track this year and learn more about how a Reverse Mortgage Loan can help you. Our current webinar schedule is listed below. Just click one of the links to register or call Joan Qvigstad at (360) 271-5946 for more information.
If you are interested in one of our ON-DEMAND webinars, CLICK HERE to view our most recent consumer educational videos.
Consumer Webinar
DATE: May 15, 2023
TIME: 3:00 PM PST
WHAT COULD THE HOME EQUITY CONVERSION MORTGAGE MEAN FOR YOUR RETIREMENT?
You deserve high-quality care, a comfortable style of living, and a long-term care plan.
Event Highlights:
Advantages of a Reverse Mortgage
We will go over at least 10 different potential advantages a reverse mortgage offers.
Enhance Cash Flow
Discover several different ways a reverse mortgage could enhance your cash flow.
Purchase A Home
Learn how a reverse mortgage could potentially help you buy your next home.
Reverse Mortgage Qualifications
Are you 62+ and have significant equity in your home? Find out what the rest of the qualifications are.
Partner Q&A Live Webinar: Learn Strategies to Optimize Retirement Income Using a Home Equity Conversion Mortgage (HECM) Loan
DATE: June 9th, 2023
TIME: 11:00 am to 12:30 pm
TOM DONCASTER, CLU, CWM, RFC, AIF
EVENT: Ask questions about and learn strategies to optimize retirement income, Social Security with a Reverse Mortgage Loan
LOCATION: Online
During this educational course, we will educate you and help you understand your options BEFORE filing for Social Security benefits. You will hear about the do’s and don’ts of retirement and how Reverse Mortgage Loan may help with your retirement tax planning.
During this complementary educational course you will:
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Learn important RULES that affect WHEN and HOW you file for benefits.
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Learn OPTIONS that may MAXIMIZE YOUR BENEFITS
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Learn HOW you may MINIMIZE TAXES on your Social Security
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Learn STRATEGIES designed for COORDINATING SOCIAL SECURITY with other retirement income
Real Estate Webinar
DATE: June 14, 2023
TIME: 3:00 PM PST
THE RETIREMENT MORTGAGE MAY HELP YOUR CLIENTS RETIRE IN THE HOME OF THEIR DREAMS
Hear from REALTORS (R) that have worked with Fairway Independent Mortgage Corporation that have seen how the Home Equity Conversion Mortgage has made a difference in the lives of their clients.
Financial Planner Webinar
DATE: July 24, 2023
TIME: 3:00 PM PST
WHY YOU SHOULD BE AWARE OF THE HOME EQUITY CONVERSION MORTGAGE FOR YOUR CLIENTS' SAKE
Hear from some financial advisors who have used the Home Equity Conversion Mortgage in the plans they help their clients make
*This flyer and webinar do not constitute tax advice. Consumers should contact a financial advisor for their specific situations.
Consumer Webinar
DATE: August 21, 2023
TIME: 3:00 PM PST
WHAT COULD THE HOME EQUITY CONVERSION MORTGAGE MEAN FOR YOUR FUTURE RETIREMENT
You deserve high-quality care, a comfortable style of living, and a long-term care plan.
Event Highlights:
Advantages of a Reverse Mortgage
We will go over at least 10 different potential advantages a reverse mortgage offers.
Enhance Cash Flow
Discover several different ways a reverse mortgage could enhance your cash flow.
Purchase A Home
Learn how a reverse mortgage could potentially help you buy your next home.
Reverse Mortgage Qualifications
Are you 62+ and have significant equity in your home? Find out what the rest of the qualifications are.
Builder Webinar
DATE: September 6, 2023
TIME: 3:00 PM PST
PRIVATE WEBINAR FOR BUILDERS
On this webinar, you will learn how H4P loans can:
Help Homebuyers 62+ to afford the home they really want
Increase your client’s purchasing power—and, in turn, potentially help you sell more homes at higher prices
Help you to better serve clients who are hesitant to take on new mortgage payment in retirement or are reluctant to drain their 66-912-4800.
Distribution to general public is prohibited. All rights reserved. Equal Housing Opportunity
Financial Planner Webinar
DATE: October 11, 2023
TIME: 3:00 PM PST
DON'T LET THE MISCONCEPTIONS SCARE YOU FROM LETTING THE HOME EQUITY CONVERSION MORTGAGE AID IN YOUR CLIENTS' RETIREMENT PLANNING
Event Highlights:
Sequence of Returns Risk
Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?
Advanced Tax Planning*
Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the heirs?
Life Insurance
What are the best strategies to facilitate life insurance using a reverse mortgage?
Medicaid & Long-Term Care (LTC) Strategies
Can a reverse mortgage convert countable assets to exempt equity?
Does a reverse mortgage line of credit affect Medicaid eligibility?
*This flyer and webinar do not constitute tax advice. Consumers should contact a financial advisor for their specific situations.
Financial Planner Webinar
DATE: November 20, 2023
TIME: 3:00 PM PST
WHAT COULD THE HOME EQUITY RETIREMENT MEAN FOR YOUR FUTURE RETIREMENT?
Event Highlights:
Advantages of a Reverse Mortgage
We will go over at least 10 different potential advantages a reverse mortgage offers.
Enhance Cash Flow
Discover several different ways a reverse mortgage could enhance your cash flow.
Purchase A Home
Learn how a reverse mortgage could potentially help you buy your next home.
Reverse Mortgage Qualifications
Are you 62+ and have significant equity in your home? Find out what the rest of the qualifications are.