Preparing for the Rebound
Earn 2 CE Credits with this CPA-focused course on how to strategically leverage a client's home equity to preserve and grow their retirement assets. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Creating Urgency No password required Take a look at next weeks highlighted featured course: Selling EquityAvail®
Financial Safeguards for Reverse Mortgage Borrowers, CRMP Approved
Elevate your service by understanding the potential problems and concerns unique to the reverse borrower demographic. Trainer: Sue Haviland, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
In-House Processing
Learn how to free up time and streamline success by offloading time-expensive loan processing to our in-house specialists Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 4:30 pm, EST (1:30 pm, PDT) HOW to Join the Webinar REGISTRATION: Once
Time Management
Your time is a valuable and precious resource. Join us in the Tulsa training room to learn how to set goals and prioritize tasks, get organized, and eliminate time wasters. Trainer: Meagan Windler To register for the class please click here. Remember the class will be held at 12 pm, EST (9am, PST) HOW to
Cancelled: Selling EquityAvail®
Cancelled: Due to a conflict in the instructor's schedule. How to use Illustrator to run client scenarios and to explain the program to clients who may be interested. Audience: All RM Professionals Trainer: Bo Higby, Retail Sales Coach To register for the class please click here. Remember the class will be held at 1pm, EST
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
Link (MCP) Training: Live Demo
This will be a live demonstration on the new look and feel of Link (MCP). Trainer: Christina Danish To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email
RESPA Re-Disclosures
This course covers the information necessary to understand the requirements of RESPA, re-disclosures, as well as when and how to complete them. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join the
Submitting a Clean Loan
Discover the key to closing quickly submitting clean loans with fewer conditions that speed up processing and get money in your borrower’s pocket (and yours) faster. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 2pm, EST (11am, PDT) HOW
What Advisors Should Know When a Retiree Relocates, CFP CE
Help retired clients pave a path toward a successful future with this presentation on how to "rightsize" a home to fit long-term goals. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Guardianship and Conservator No password required Take a look at next weeks highlighted featured course: VCC Worksheet