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Virtual Event: How to Talk to Clients About Home Equity Planning & Compliance Officers
September 16, 2020 @ 2:00 pm - 3:00 pm
The webinar is brought to you by
How to Talk to Clients About Home Equity Planning & Compliance Officers
Jamie Hopkins, Esq., LLM, MBA, CFP, RICP
Carson Wealth
Director of Retirement Reserch
Harlan Accola
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
September 16
2 pm eastern
How do you talk to compliance and clients without getting in trouble? Because you care about your clients, from a liability and fiduciary perspective, you really cannot afford to NOT talk about $7.1 trillion in clients’ homes over the age of 62 with all the research and undeniable facts about the proper use of home equity.