The Cinderella of Retirement Planning?
Join FSP-Twin Cities and NAIFA-Minnesota for this Collaborative Learning Event Thursday, December 9, 2021 on Zoom! 1 Hour of Minnesota Continuing Education Credit, CLE, and CFP APPROVED.
Topic: Reverse Mortgages: The Cinderella of Retirement Planning?
Speaker: Harlan Accola, National Reverse Mortgage Director for Fairway Mortgage
Description: Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking. The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82. With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.
Second Harvest Virtual Holiday Fundraiser
NAIFA-Minnesota and FSP-Twin Cities are excited to host a Virtual Drive to support Second Harvest Heartland!
This year, NAIFA is joining and we are setting the bar even higher with a goal to raise $2,400! Funds raised will help 1 in 8 people, including working families, kids, and seniors, who are struggling to put food on the table.
Help us meet our goal and please give what you can!
Estate Planning & Transferring Wealth Strategies
Join FSP-Twin Cities and NAIFA-Minnesota for our first Collaborative Learning Event of 2021: Estate Planning & Transferring Wealth Strategies with speaker Brett Berg, J.D., LL.M, CLU, ChFC. This course provides education and training on basic estate planning and wealth transfer concepts & tools. Course content includes an overview of the American Taxpayer Relief Act of 2012 and the new exclusion amounts and annual gift exemptions. Additional content includes a discussion of wills, trusts, probate, beneficiary provision and charitable giving techniques. This course is appropriate and suggested for producers and licensed agency staff to gain a more thorough understanding of basic estate planning techniques, and how life insurance products can provide solutions to liquidity needs.