Trends and Approaches to Reverse Mortgages and the Intersection of Real Estate Assets and Personal & Estate Planning

Friday, March 19, 2021
1.00 Law & Legal CLE Credit
All attendance is via live webcast

Brochure

Topics

  • Ten Strategies for Using a Reverse Mortgage to Help Fund Retirement
  • Case Study Piece – Sequence of Returns Chart
  • Divorce: Manage the Martial Housing Asset
  • Statistics and Amortization
  • Common Uses of Reverse Mortgages

Distinguished Faculty

Michael Myers | Mutual of Omaha

In 1992, the Navy stationed me in Bremerton, Washington, where I served as a Lieutenant in the JAG Corps. After the end of my service in 1995, I opened a successful private law practice based in Seattle, focusing on estate planning and probate. In 1998, following the footsteps of my younger brother, I entered the mortgage industry. Having discovered a passion for helping customers with their home financing, I slowly shut down my law practice, devoting 100% of my work life towards mortgages. In 2006, I made a wise decision to focus 100% of my time on reverse mortgages in Seattle, Bellevue, Kirkland and the surrounding Washington areas. It gives me immense gratification to assist seniors with living a more secure life within their own homes — often the one they’ve owned for over 40 years, and where their grandchildren come to stay!

Please Note:

If you must cancel, tuition will be refunded less a $10 administrative fee, so long as cancellation is received in writing to CLE@kcba.org by 5:00pm, March 16, 2021. After this date, no refunds will be permitted. However, substitute attendees are welcome.
Please advise KCBA in advance of any condition that may impact your participation at the seminar so we may arrange appropriate and comfortable accommodation in time for the program.
 

 

Event Details

March 19, 2021
Registration: 12:00 PM
Program: 12:00 PM - 1:00 PM
Credits: 1.00 Law & Legal CLE Credit
Location
KCBA
Webcast Only
Prices