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.

Rick Brown, 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

• 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

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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