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Understanding Reverse Mortgages

UNDERSTANDING REVERSE MORTGAGES

Cost $15.00
Presentation Length 1.0 hour

Recorded DateApril 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

What is a reverse mortgage? Is it just a loan program designed for mortgage companies to steal your home during retirement, or is it a good option to get to a tax-free and risk-free retirement? In this webinar, I will cover the details of how a reverse mortgage works and what you need to know to determine if a reverse mortgage can benefit you.

Learning Objectives: 


  • Identify the requirements for obtaining a reverse mortgage

  • Identify the fees associated with a reverse mortgage

  • Recognize what questions you should ask if looking for a reverse mortgage

  • Identify the potential pitfalls of a reverse mortgage

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.

 

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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.