The Fundamentals of Reverse Mortgages & Financial Planning

Why Financial Advisors Are Attending

Reverse mortgages have evolved—and today’s solutions can play a powerful role in retirement income, tax efficiency, and long-term financial planning when used correctly.

This advisor-focused educational webinar goes beyond product basics to explore real-world planning applications of federally insured HECMs and proprietary reverse mortgages. You’ll gain practical insight into when these strategies do — and do not — make sense for your clients.

If you advise clients age 55+ and want more tools to:

• Reduce portfolio stress
• Improve cash flow sustainability
• Strengthen retirement outcomes

This session is built for you.

What You’ll Learn

✔ How principal limits impact client strategy and decision-making
✔ Why timing matters when recommending reverse mortgages
✔ How HECMs can enhance wealth, tax efficiency, and cash flow
✔ When a reverse mortgage aligns—or conflicts—with a client’s broader plan
✔ Key limitations advisors must understand: eligibility, equity, and costs

Who Should Attend

• Financial Advisors & Wealth Managers
• Retirement Income Specialists
• CFP®, IAR, RICP®, CLU®, ChFC®, and CFFP professionals
• Advisors working with pre-retirees and retirees (55+)

Featured Guest Speaker

Brady Mullen, CCM®
Business Development Manager, CCM Reverse One Team
📘 Best-selling author: Reverse Mortgages: The Financially Ugly Duckling

A former advisor and accountant, Brady brings a practitioner’s perspective—using real-life scenarios to show how reverse mortgages can:

• Support retirement cash flow
• Enable home purchases in retirement
• Improve long-term planning outcomes

Continuing Education

✅ 2 CE Credits Available
Approved for:

• CFP®
• IAR
• RICP®
• CLU®
• ChFC®
• CFFP / Kaplan

⚠️ Important Registration Note

During registration, you will see a question labeled:

“Are you working with a CCM loan officer?”

👉 Please enter: Tom Lade

This ensures proper tracking and credit for your attendance.