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  • Reverse Funding Presents a Special Webinar for Financial Advisors

Reverse Funding Presents a Special Webinar for Financial Advisors

  • Wednesday, June 29, 2016
  • 1:00 PM - 2:00 PM
  • Webinar
 

Special webinar for financial advisors:

Working Effectively with Widows

 

Guest Speaker:

KATHLEEN M. REHL, PH.D., CFP®, CEFT™


President, Rehl WEALTH Collaborations LLC

Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors. Kathleen is the author of the multi-award-winning book, Moving Forward on Your Own:

A Financial Guidebook for Widows. Her work has been featured in the Wall Street Journal, New York Times, Kiplinger’s, Money,

U.S. News & World Report, CNBC, Reuters, USA Today, AARP Bulletin and many more.

 

Wednesday, June 29, 2016 | 4:00–5:00 pm ET

Co-hosted by Reverse Mortgage Funding LLC (RMF) and Financial Experts Network.

 

Widows are one of the fastest-growing groups (almost 13 million) in the U.S. today. But perhaps what is even more surprising is that 70% of widows leave their financial advisors after their spouse dies. Join Kathleen Rehl, a leading authority on widows’ financial planning needs, for a special live webinar to learn how to keep your widowed clients after their spouses pass away,  and how to attract new clients from this growing demographic.

 

Discussion points include:


  The shocking statistics facing widows and their advisors

  The three stages of widowhood and planning implications

  Advice for new widows—how to help them avoid pitfalls


  Important financial planning tools to use

  How to attract and serve widowed clients

  New research on widows and money


Special bonus! In light of the changes to Social Security claiming strategies, Financial Experts Network creator Tom Dickson will share how the new low-cost FHA-insured reverse mortgage may now be even more essential to retirement planning for widows.

 

Participation is free, but space is limited.

Register today at www.financialexpertsnetwork.com/widows

For information about reverse mortgages, please contact me today:

 

David Lucas

Reverse Mortgage Specialist, NMLS # 1087983 480.440.5182 | dlucas@reversefunding.com AZRMGuy.com

 

BRANCH LOCATION

26010 S Greencastle Dr., Sun Lakes, AZ 85248 Branch NMLS # 1287776

 

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 government agency.

NOT FOR CONSUMER USE

 

Mortgage Banker License, License No. 0927682 Sun Lakes, AZ branch Location NMLS ID No. 128776, Mortgage Banker Branch License No. 0120052, Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, License No. 4131266. Loans made or arranged pursuant to a California Finance Lenders Law license, License No. 603K578

 

© 2016 Reverse Mortgage Funding LLC, 1455 Broad St., 2nd Floor, Bloomfield, NJ 07003, 1-888-494-0882. Company NMLS ID #1019941. www.nmlsconsumeraccess.org. Not all products and options are available in all states. Terms subject to change without notice. Certain conditions and fees apply. This is not a loan commitment. All loans subject


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