Free Lunch & Learn for CE Credits

By Maren Pugh posted 12-20-2019 09:53

  
CPA/CFP Presentation Outlines

Each of these presentations have been accepted by the CFP Board of Standards and the National Association of State Boards of Accountancy (NASBA) for one (1) continuing education credit toward the Certified Financial Planner (CFP) and Certified Public Account (CPA) designations. Also, the Investment Management Consultants Association (IMCA) has accepted each of these presentations for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. Each of these presentations is also approved for one hour of CE credit for PACE recertification through the American College of Financial Services, which includes these designations: CLU®, ChFC®, CLF®, RHU®, REBC®, CAP®, CASL®, ChHC®, RICP® and ChSNC®.

Guide to the Housing, Financial and Mortgage Markets                                                           
This 60-minute presentation gives you an update on the housing and mortgage
markets and contains a few case studies. We'll discuss:
✓ Top mortgage rate risk factors to watch in 2018
✓ Current trends in housing supply, demand, and affordability
✓ How to use this information to benefit clients and grow your business
You'll walk away with some valuable information to help your clients understand
how the current mortgage and housing environment impacts them.

Three Ways to Create Value for Clients Through Mortgage Planning
During this 60-minute workshop we'll discuss:
✓ Cash vs. Mortgage: how to help clients evaluate whether to pay cash for a
property vs. using a mortgage
✓ To Consolidate or Not: How to help clients evaluate the before and after tax impact of debt consolidation
✓ Gift or Loan: How to evaluate the tax and cash flow impact of gifts of
equity and cash gifts used for a down payment

 Real Estate & Mortgage Planning for Retirement
During this 60-minute workshop we'll discuss:
✓ How to understand the tax and cash flow impact of liquidating funds in a
retirement account for a down payment
✓ How homeowners and buyers can make better use of the exceptions to
the 10% early withdrawal penalty
✓ Where mortgage planning fits with the Roth IRA Conversion strategy
✓ Mortgage Planning and Sequencing of Distributions: how to make retirement assets last longer
You'll walk away with some valuable strategies to help your clients make smarter
housing and mortgage choices in the context of retirement planning.

Mortgage Planning Case Studies
This 60-minute presentation examines how proper mortgage planning can help
clients make smarter choices. We discuss four case studies that cover:
• 30-year mortgage vs. 15-year mortgage
• Points vs. No Points
• 20% Down Payment vs. 5% Down Payment
• FHA mortgage vs. Conventional mortgage
You'll be able to identify the financial planning implications of these mortgage
options, and you'll be better equipped to help clients manage their single largest
debt (mortgage) and their single largest asset (home).

Cash Flow Planning for Homeowners & Buyers
During this 60-minute workshop we'll discuss:
✓ How mortgage planning before retirement can impact clients' cash flow
during retirement
✓ How mortgage planning before children go to college can impact clients'
cash flow during the college funding years
✓ How mortgage planning can improve clients' cash flow when they are
caring for elderly parents
You'll walk away with some valuable information to help clients make smarter
cash flow choices during various life stages

Cash Flow Planning for Real Estate Investors
According to the National Association of Realtors (NAR), investors currently
represent 20% of the buyers in the housing market. That means one out of every
five home buyers today is purchasing a home to earn a profit on the home as an
investment property. We'll discuss:
✓ Eight risks that real estate investors should understand before investing
✓ Five questions that all real estate investors should ask, and why they
matter
✓ How to compare financing options for real estate investors
✓ How to discover a unique strategy that reduces risk for real estate
investors, while delivering a reasonable rate of return
You'll walk away with some valuable information to help your real estate investor
clients make smarter financial choices.

Cash Flow Planning for Seniors
This workshop gives you an inside look into various cash flow planning techniques
for seniors and retirees. You'll discover:
✓ What is a Home Equity Conversion Mortgage (HECM), and how it works
✓ Why and how to use a HECM to reduce a senior’s tax liability
✓ Why and how to use a HECM to supplement cash flow
✓ Why and how to use a HECM in a home purchase transaction
You'll walk away with some valuable information to help your clients make smarter cash flow planning choices before, during and after retirement.

Class(es) and lunch are free of charge. Please contact me for more information.
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