Seminar

Reverse Mortgages

Register for this course:

The meeting times for this class are in the past. Please check here for additional meeting times.

Meeting Times:

Wednesday, November 20, 2024 8:30:00 AM - Wednesday, November 20, 2024 12:00:00 PM
(The meeting times for all courses are expressed in Mountain Time.)

Price:

This course is in the past and can no longer be purchased.

Location:

ONLINE ONLY
Classroom not available.
INTERNET COURSE,

Delivery Method:

If attending in the CPE4U classroom or a Colorado hotel, the delivery method is Group Live.
If attending over the Internet (online), the delivery method is Group Internet Based.

Credit Hours:

4.0	(not for IRS credit)

Field of Study:

Specialized Knowledge - Technical (Personal Financial Planning)

Course Level:

Basic

Prerequisites:

None

General Description:

The workshop will present the features of a reverse mortgage that should be considered when assisting a client with the decision process.

Learning Objective:

After completing this course the participant will be able to:

List the requirements for a reverse mortgage.
Summarize the history and development of reverse mortgages.
Describe the current status of reverse mortgages.
Compare the different types of reverse mortgage programs available.
Compare the reverse mortgage application process to conventional mortgage products.
Explain the required Statement of Loan Terms and Benefits.
Prepare a cost analysis of a reverse mortgage.
Prepare a future projection of a typical reverse mortgage via amortization schedule.

Instructors:

Steve Watson, CPA, is a certified reverse mortgage consultant with Approval Reverse Mortgage, Inc. He received a bachelor's degree in social sciences from San Diego State University and M.B.A. in accounting from the University of Colorado at Denver. He was principal owner of Watson and Company, Inc. for 19 years.

Related Courses:

Seminar Name	Date	Location

CPE4U Colorado provides continuing professional education seminars for accountants, attorneys, enrolled agents, and tax return preparers in Denver and Grand Junction, Colorado. These classes range from two hours to two days in duration and are scheduled on weekdays from April 22, 2024, through February 7, 2025. Classes taught in our own classrooms are also broadcast live over the Internet.

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CPE4U Colorado
4380 S Syracuse St Ste 110, Denver, Colorado 80237
720-389-5900 · Fax 720-708-3246
info@cpe4ucolorado.com