Bell Bank

NAEPC Webinar: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation

Date: Wednesday, January 8, 2020
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Don Graves, RICP®, CLTC®, CSA

With the current retirement crisis, advisors need every viable resource to help their clients.  Reverse mortgages have become one such resource.  Much has changed with the program’s restructuring, and estate planners have discovered five surprising ways Housing Wealth strategies are reshaping retirement outcomes. 

Don Graves is the president of the Housing Wealth Institute, best-selling author and an adjunct instructor of retirement income at the American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning and has been quoted in Forbes Magazine, featured on PBS-sponsored shows, and recognized as one of the American College's 11 Retirement Income Alumni you need to read. 

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

Registration Options & Fees

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.  

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration

How to Register

To register for an individual program, please click on the "register here" option associated with the program you wish to attend. ​

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars presented during the 2020 calendar year for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option below and we will contact you promptly for your selections and to provide the link and password.

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*Programs must be offered to your members at least three days after the live viewing.  NAEPC will provide a website link and a password, which can be used to show the program to council members and guests who have gathered together on a virtual meeting.

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit.. 

Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

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