Invite Don Graves to Your Next Event
He'll Teach Your Team How to Generate More Planning Conversations with the New Reverse Mortgage.
Say goodbye to missed opportunities. You won't be seeing them anymore.
Get the Knowledge.
Advisors deserve to know the facts about the newly restructured reverse mortgage.
Stand out from the crowd.
Positions advisors on the cutting edge.
Sets them apart from competitors.
Become indispensable.
Be the respected and relevant advisors your clients can't retire without.
Don Graves, RICP®
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Adjunct Professor of Retirement at The American College of Financial Services
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Retirement Income Certified Professional (RICP®)
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20 Years Experience in Reverse Mortgage Planning
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12,000 Client Interactions | 16,000 Engaged Advisors
Event Partners
"I was always a little skeptical of reverse mortgages ... But, what Don talks about shows you things about reverse mortgages you had no idea were even available to retirees. When you combine housing wealth with other retirement assets, a whole new dimension is added to what can be accomplished in retirement. "
Tom Hegna
Economist, Speaker and Best-Selling Author
Tailor Your Team's Experience
1. Select Engagement Type.
Live In-Person
Live Webinar
On Demand Webinar
2. Select Engagement Length
1-Hour Course
2-Hour Course
4-Hour Certification Course
3. Select Continuing Education (optional)
Certified Financial Planning (CFP)
American College of Financial Services (PACE)
Insurance/State
Certificate of Completion
What will advisors learn?
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Tools that lead to more significant planning conversations with existing clients.
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Conversations to gain unprecedented access to new clients with investable resources.
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How to help eliminate the most powerful risks to retirement income.
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New ways to keep assets working longer without sacrificing lifestyle or enjoyment.
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How to create opportunities for clients to purchase suitable and appropriately-placed insurance, annuities, and investments (without using loan proceeds).
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How to manage tax brackets and keep clients within lower adjusted gross income boundaries.
"Don makes the case for tapping into an underperforming asset and the difference a reverse mortgage can make in creating retirement security without ever having to use the direct proceeds. Very well done!"
