Virtual Event

How Do You Talk to Compliance and Clients Without Getting in Trouble

September 16, 2020 1 PM Eastern

How do you talk to compliance and clients without getting in trouble?  Because you care about your clients, from a liability and fiduciary perspective, you really cannot afford to NOT talk about $7.1 trillion in clients' homes over the age of 62 with all the research and undeniable facts about the proper use of home equity.

Join Jamie Hopkins, Esq., LLM, MBA, CFP, RICP and Harlan Accola as they cover:

• Retirement income strategies using home equity
• The 5 step process of loan officers and financial planners working together to change retirements for the better
• What percentage of your client's wealth is in their home
• What questions should you be asking your clients
• Working with compliance and understanding your fiduciary risks

Speakers

Watch On-Demand