When Other Lenders Ask Why... We Say "Why Not!"
With Mathius Marc Gertz MBA, AFC®, CAPS, CDLP
With Mathius Marc Gertz MBA, AFC®, CAPS, CDLP
Join us as we separate fact from fiction about reverse mortgages. You will learn the history of reverse mortgages, debunk the myths, and find out how a reverse mortgage can be a tool for retirement planning for homeowners and for business planning for business owners.
A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational sessions for attorneys, financial planners, fiduciaries, accountants and bankers. He also does educational seminars for schools, colleges, and community & fraternal groups on wealth creation, money and emotions, aging in place and political and financial literacy. Marc has earned a reputation for explaining difficult subjects in a style that is easily understood.
- History of Reverse Mortgage - Setting the Record
- Separating Fact From Fiction - Debunking the Myths
- Accessing Liquidity in Retirement - Using a Reverse Mortgage as a Tool for Retirement
- Q & A - Answering Your Questions
A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational sessions for attorneys, financial planners, fiduciaries, accountants and bankers. He also does educational seminars for schools, colleges, and community & fraternal groups on wealth creation, money and emotions, aging in place and political and financial literacy. Marc has earned a reputation for explaining difficult subjects in a style that is easily understood.