The Latest Social Security Changes & Today's Reverse Mortgage + Earn 3 CE

Reverse Mortgage Funding LLC (RMF) is pleased to bring their wildly popular CPA Academy webinars to a town near you for a live CPE event! Join us for two free 90-minute educational sessions to get expert insight on the recent changes to Social Security and inside information on the Four Common Uses of Today’s Reverse Mortgage.

Kurt Czarnowski, former Social Security Communications Director, will educate attendees on the guidelines of the Bipartisan Budget Act of 2015 and its impact on maximizing your clients’ retirement benefits.

Rick Brown, Reverse Mortgage Specialist at RMF, will provide insight on the FHA-insured* Home Equity Conversion Mortgage (HECM), more commonly known as a reverse mortgage and illustrate the four common uses for HECMs in strategic risk planning in retirement.

Registration is free, but space is limited to 100 participants. Light refereshments will be served.

Three hours of CPE will be provided for CPAs.

Three CE credits will be provided for CFP®, RICP®, CLU® and ChFc® designations.

Learning Objectives

Kurt Czarnowski will educate attendees on:

• The impact of the Bipartisan Budget Act of 2015 on claiming strategies

• The fundamentals of Social Security calculations and taxation

• Insights for spousal, survivor and ex-spousal benefits

Rick Brown will educate attendees on:

• The four common uses of Reverse Mortgages

• How income-tax-free cash† from reverse mortgages helps clients preserve savings

• Benefits of the government sponsored reverse mortgage

*THIS MATERIAL HAS NOT BEEN REVIEWED, APPROVED OR ISSUED BY HUD, FHA OR ANY GOVERNMENT AGENCY. THE COMPANY IS NOT AFFILIATED WITH OR ACTING ON BEHALF OF OR AT THE DIRECTION OF HUD/FHA OR ANY OTHER GOVERNMENT AGENCY.

†THIS IS NOT TAX ADVICE, CONSULT A TAX PROFESSIONAL.

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