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Figuring Out: Power of Reverse Mortgage | Podcast #EP6

  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • IA LPA
  • ME LPA
  • DE LPA

Published : June, 2024

Video Image Thumbnail

Free (Only Today)

1 Credit

Subject Area

Finance

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The term reverse mortgage
    5 mins
  • Bank will not take your home, if you choose reverse mortgage
    15 mins
  • Talking about retirement income planning, we talk about Wade Pfau
    24 mins
  • Reverse mortgage will not take care of your mortgage like existing mortgage
    36 mins
  • Value of home growth
    47 mins

Course Description

As we age, financial security becomes paramount. But what if there was a way to tap into your home's equity without the burden of monthly mortgage payments? Enter the world of reverse mortgages—a financial tool that can turn your retirement dreams into reality.

On today's Episode of Reverse Mortgage, Nathan Johnson, a seasoned rewards reverse mortgage specialist, will explain how new reverse mortgages can be a strategic tool for managing finances in retirement. This episode is designed to dispel common myths and provide listeners with a clear, factual understanding of reverse mortgages, illustrating how they can enhance financial stability.

The Episode kicks off with an engaging introduction that sets the stage for an insightful discussion about reverse mortgages. Participants will be guided through the three major challenges homeowners encounter: incomplete information, pressure selling, and confusion. This podcast aims to clear up misunderstandings and provide a balanced view of reverse mortgages. Following this, the current state of the reverse mortgage industry is discussed, illustrating how it has evolved over the years. It will explain how reverse mortgages can be strategically used to manage financial pressures such as inflation and rising retirement costs, supported by real-life examples. 

Join this CPE podcast and discover the truth about reverse mortgages, learn how they can be a strategic tool against inflation, and understand their role in securing a financially stable retirement.

Key topics discussed:

  • Segment 1: Nathan's Journey to Reverse Mortgages
  • Segment 2: Debunking Myths and Misconceptions
  • Segment 3: The Current State of the Reverse Mortgage Industry
  • Segment 4: Reverse Mortgages as a Financial Tool
  • Segment 5: Educating and Collaborating

Learning Objectives

  • Identify common misconceptions about reverse mortgages.
  • Analyze the current state and trends of the reverse mortgage industry.
  • Evaluate the financial benefits and real-life applications of reverse mortgages.
  • Recognize the importance of education and collaboration in reverse mortgage decisions.

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Finance for CIPM
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Nathan Johnson

, Mutual of Omaha Reverse Mortgage

As a Reverse Mortgage Specialist, Nathan began his career in 2002 by creating a foundation of education, care, and integrity that overflows into every conversation. He helped his parents with a Reverse Mortgage and witnessed the positive effect it had on their life, peace of mind, and retirement. 

He realized quickly that many people he met with had a negative perception of Reverse Mortgages from what they have heard or read. He discovered the 3 challenges most mature homeowners faced was incomplete information, pressure selling, and general confusion about the program qualifications, benefits, and strategies. 

Nathan’s passion is to make a difference in the lives of mature homeowners by educating them of their Reverse Mortgage options for refinancing their current home or purchasing their next home as they are slowing down or currently in retirement. He will never pressure them into making a decision because he understands many face pressures everyday around finances as it relates to longevity, sustainability, and the legacy they all want to pass on.

He loves helping his clients make decisions with full confidence, knowing this will help them gain greater peace of mind with the financial flexibility as they enter into the best years of their lives! 

Nathan is also committed to educating business associates about Today’s Reverse Mortgage and has met with hundreds of Real Estate Professionals, Loan Officers, Banking Professionals, Financial Advisors, Attorneys, CPA’s, and Home Care Professionals throughout Colorado and the United States.

About Company

Mutual of Omaha Reverse Mortgage

mutualreverse.com/

We are here to address and solve one of the most significant challenges facing the Baby Boomer Generation today….Being Financially Prepared for Your Retirement Years. 

We are committed to educating Retirees and their families on the value of a product that has been created by the US Government during President Reagan’s term in Office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in your home as a means to assist a peaceful and secure transition to one’s retirement years. Many Financial Advisors are now realizing the value of this product as one of several overall financial planning tools. 

Our team is committed to you, and are here to assist you on your timeline…not ours. 

Our Commitment to you is that the educational process will be based upon an honest, ethical and open dialogue. Our goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.

Host

Saul Sony

Director - Partner Success, my-CPE

Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide. 

Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.

About Company

my-CPE

my-cpe.com/

myCPE is an online platform that offers continuing professional education (CPE) courses for accounting, finance, and tax professionals. It provides a wide range of webinars, self-study courses, and other learning resources to help professionals meet their CPE requirements and stay updated on industry trends and regulations. myCPE offers courses in various formats and topics, including accounting, auditing, tax planning, ethics, and technology-related subjects. The platform is designed to be convenient and accessible, allowing professionals to earn CPE credits at their own pace and on their preferred devices.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.6

16 Ratings

Excellent

9

Very Good

5

Average

0

Poor

0

Terrible

0

EG

Erin Gilbert, CPA (US)

Jul 22nd, 2024

Information presented clearly and concisely.

BA

Blake Arko, CPA (US)

Jul 10th, 2024

I would love to see more of these.

AL

Andy Lee, CPA (US)

Jun 17th, 2024

Great listen.

TL

Tracy Lipscomb, CPA (US)

Sep 30th, 2024

Good course.