Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
This continuing education course equips financial planners with practical strategies to help divorcing clients reach amicable financial settlements using reverse mortgage solutions, including the Federal Housing Administration’s Home Equity Conversion Mortgage for Purchase (HECM for Purchase) program.
The session includes real-world case studies, planning considerations, and compliance factors, empowering advisors to confidently integrate housing wealth strategies into divorce financial planning discussions.
Chris Bruser is a Certified Reverse Mortgage Professional and one of the nation’s leading advocates for incorporating housing wealth in retirement income planning. Over the last 19 years he has helped over 700 families secure their retirement via a reverse mortgage. Not insignificantly, Chris has helped senior divorcing couples achieve equitable housing by using reverse mortgages as part of the settlement. Devoted to honest and transparent dialog, Chris serves as a trusted resource for those advisors demanding accurate and current housing wealth solutions for their clientele.
Recently Chris’s work focuses on research published by thought leaders Barry Sacks, J.D., Ph.D., Jack Guttentag, Ph.D., Professor Emeritus at the Wharton School, John Salter, Ph.D., CFP®, Harold Evensky, CFP®, Jamie Hopkins, Esq., CFP®, RICP and Wade Pfau, Ph.D., CFA. These experts have demonstrated that the conservative use of housing wealth mitigates volatility risk in retirement distributions.
Chris works with financial institutions that are advising those in retirement, or about to retire. These include divorce professions, financial planners, attorneys, accountants, and wealth managers. Chris is adept at helping advisors slow investment portfolio depletion with the prudent use of the housing asset.
As an instructor with the Retirement Resource Center, Chris has taught hundreds of financial advisors, real estate agents and institutions in sound retirement financing through the FHA-insured Home Equity Conversion Mortgage.
Chris serves on the Board of Directors of NAIFA-Tampa and is a 2019 graduate of the NAIFA Leadership in Life Institute (LILI). He was named Outstanding Member of the Year in 2022. He is a member and Past President of the Financial Planning Association (FPA) of Tampa Bay, and a 20- year member of the South Tampa Chamber of Commerce, where he was named the 2023 Ambassador of the Year and is the Founder of the Taste of South Tampa, their signature event and largest fundraiser.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.