Jeff Rattiner, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides educational programs to tax and financial planning professionals throughout the U.S. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP^® certificants. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.
 

Tom Dickson is the National Leader of the Financial Advisor Channel at Reverse Mortgage Funding LLC (RMF). He directs RMF’s efforts to educate financial advisors on the new case for reverse mortgages and their use in strategy planning in retirement. Mr. Dickson is also responsible for managing RMF’s “Retirement Experts Network,” an online educational platform designed to help financial advisors learn more about important retirement issues. His monthly webinar series has educated over 45,000 advisors nationally on important retirement topics. Prior to joining RMF, Mr. Dickson was part of the MetLife Bank team that secured funding to support the academic research conducted by Harold Evensky and John Salter, which evaluated the use of a reverse mortgage as a strategic planning tool. Before joining MetLife Bank, he led sales for the launch of a financial advisor portal backed by Fidelity, Putnam and Franklin Templeton, which grew to over 120,000 registered users. During his extensive career working with financial advisors, he has held Series 6 and 65 securities licenses, helped launch some of the first online brokers and non-proprietary wrap programs and served as Product Manager for Mellon’s Institutional Custody business. In addition to hosting a variety of professional development presentations by speakers who are experts in their respective fields, RetirementExpertsNetwork.com offers members free access to an array of scholarly and topical resources on important financial subjects including Social Security, reverse mortgages, student financial aid and college planning, Medicare, divorce planning and more. Most webinars will typically offer continuing education (CE) credits to advisors who hold the CFP® designation. Visit RetirementExpertsNetwork.com to learn more about webinars and expert resources.