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Thelatestsocialsecurity seminar rmf

THE LATEST SOCIAL SECURITY CHANGES & TODAY'S REVERSE MORTGAGE: SAN FRANCISCO, CA

8:30 AM – 12:00 PM PT
Cost Free
Presentation Length 3.0 hours

CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Bookkeeper, Taxes
Course Description

CPAacademy.org is pleased to announce that Reverse Mortgage Funding LLC (RMF) will be hosting local CPE events on Social Security and Reverse Mortgages.

Reverse Mortgage Funding LLC (RMF) is pleased to bring their wildly popular CPA Academy webinars to a town near you for a live CPE event! Join us for two 90-minute educational sessions to get expert insight on the recent changes to Social Security and inside information on the Four Common Uses of Today’s Reverse Mortgage.

Kurt Czarnowski (bio), former Social Security Communications Director, will educate attendees on the guidelines of the Bipartisan Budget Act of 2015 and its impact on maximizing your clients’ retirement benefits.

David Stormont, Reverse Mortgage Specialist at RMF, will provide insight on the FHA-insured* Home Equity Conversion Mortgage (HECM), more commonly known as a reverse mortgage and illustrate the four common uses for HECMs in strategic risk planning in retirement.


  • Registration is free, but space is limited. Earn 3 hours of CPE

  • Light refreshments will be served

LEARNING OBJECTIVES:

Kurt Czarnowski will educate attendees on:


  • The impact of the Bipartisan Budget Act of 2015 on claiming strategies

  • The fundamentals of Social Security calculations and taxation

  • Insights for spousal, survivor and ex-spousal benefits


David Stormont will educate attendees on:


  • The four common uses of Reverse Mortgages

  • How income-tax-free cash* from reverse mortgages helps clients preserve savings

  • Benefits of the government sponsored reverse mortgage


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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

About Our Presenter

Rmf logo
Established in 2012, Reverse Mortgage Funding LLC (NMLS ID #1019941) is one of the fastest-growing lenders in the industry, one of the nation’s largest GNMA issuers of reverse mortgages, and a recognized thought leader in the reverse mortgage business. A wholly owned subsidiary of Reverse Mortgage Investment Trust Inc. (RMIT), the company’s focus is on originating, acquiring, investing in, and managing reverse mortgage loans and securities backed by reverse mortgage loans. The company is headquartered in New Jersey, with corporate offices in New York and California and field offices throughout the U.S.