FPA of Southern Arizona: February Breakfast Meeting

  • Wednesday, February 14, 2018
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 





Reverse Mortgage


 

Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story.   This presentation will create a major paradigm shift in your thinking.  

Recent program changes, groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using Reverse Mortgages at age 62, not 82.

With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity among your senior clients, reverse mortgages just may be one of the financial tools that could help avoid the retirement crisis our nation is facing.

 

Learn how the Reverse Mortgage program may benefits your client's retirement:

  • An alternative asset to buffer sequence of return risk
  • Assist in maintaining cash flow
  • Create liquidity from an otherwise illiquid asset
  • Providing a safety net

Whether your clients are considered "Well Funded", "Constrained" or "Under Funded" there are positive ways to use the Reverse Mortgage program to benefit them in retirement.

 

Don't miss this presentation! Harlan Accola, National Reverse Mortgage Director of Fairway Independent Mortgage (NMLS #277693) will provide an informative message, thought provoking material and expertise on how this program works as a coordinated strategy during the retirement years.

 

 

Wednesday,

February 14th, 2018

           

       

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits   

 

     

RSVP  to Gerry Oldenski by Friday,
February 9, 2018 at  

gerry@dynasetaz.com        

  

To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

  


FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

Email Us: info@fpaofphoenix.org


Office Hours:

Mon-Thurs: 9:00AM - 5:00PM

Fri: 9:00AM - 1:00PM

Phone: 480-483-9035

Fax: 480-922-5283



Connect with Us!