Finally, continuing education that actually teaches you something new!
Welcome to our on-demand CFP continuing education (CE) webinars from Kitces.com! Once purchased, webinars remain available and accessible at any time! CFP CE credits will be reported directly to CFP Board on your behalf at the end of the month after completing the requisite quiz!
Taking a Fresh Look at Reverse Mortgages (1.0 CFP CE)
For most of their history, reverse mortgages have been rather unpopular with financial planners, due both to their relatively high costs, and the fact that they are typically viewed as a resource or tool of last resort. Yet the reality is that use of reverse mortgages has exploded over the past decade, aided more recently by a newer, lower cost option, and several recent research articles in the Journal of Financial Planning have shown ways that reverse mortgages can be used proactively to enhance retirement income sustainability. In this presentation, we review the technical mechanics of HECM reverse mortgage loans, the costs involved, the emerging reverse mortgage strategies and applications that should be considered for clients, and the caveats and concerns that remain.
This session is eligible for 1.0 hours of CFP CE upon completion of the requisite quiz.
Understanding the New World of Health Insurance (1.5 CFP CE)
The Patient Protection and Affordable Care Act was signed into law on March 23, 2010, but many of its most significant provisions take effect starting in 2014, with health insurance exchanges having just begun to roll out. In this session, we take a deep look at the new health insurance coverage rules, including the creating of essential health benefits, the rollout of the new health insurance exchanges, the new premium assistance tax credit, and the new individual health insurance mandate and how to manage it. While the rules of “Obamacare” have been highly controversial, the reality is that they are taking effect, and whether liked or not will have a significant impact on health insurance and tax planning opportunities for clients in the years to come!
This session is eligible for 1.5 hours of CFP CE upon completion of the requisite quiz.