San Francisco, California
London, United Kingdom
WIFS Northeast Florida invites you to join us for Lunch!
Tuesday, May 13, 2014
11:30am Sign-in & Networking
Bold City Grill/Sheraton-Southside
Be sure to arrive early as the meeting will start promptly at 12pm.
AFWA Members, please register as a guest and use your DISCOUNT code to receive member pricing.
"Incorporating Housing Wealth in
Retirement Distribution Income Streams"
This class will provide 1 hour of CE for CFPs and CPAs
Security 1 Lending will provide you with the tools and knowledge to reduce the risk and the fear of running out of money in retirement. The New Home Equity Conversion Mortgage fee structure is now similar to traditional mortgages.
The Tool: The NEW HECM
About the speaker: Shelley Giordano is a Certified CE Instructor for the American CE Institute. She is also the chair of Funding Longevity task force and Security 1 Lending.
When & Where
WIFS Northeast Florida
Nationally, regionally, and locally, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the financial services sector, helping them develop their talents and advancing them toward their fullest potential.
WIFS is the ONLY national organization exclusively devoted to helping women succeed in both insurance and financial services. No matter your tenure, if you are a producer, independent or captive, or in management in these industries, we invite you to join WIFS.
Membership meetings are held on the 2nd Tuesday of every ODD month and alternate between breakfast and lunch.