The Cinderella of Retirement Planning
This program has been approved for 1 CE credit and 1 CFP credit.
NAIFA MA invites you to attend an exciting programs.
Harlan Accola from Fairway Independent Mortgage Corporation will discuss how a reverse mortgage can reduce tax obligations, decrease sequence of returns risk, increase portfolio survivability, and effect your retirement income efficiency.
ABOUT THE SPEAKER
Harlan Accola has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite have always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the National Reverse Mortgage Director for Fairway Independent Mortgage Corporation.
His presentations will give you a very different perspective. He often asks his clients and professional partners, “If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”
The goal of Harlan and Fairway Independent Mortgage Corporation is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity.
Harlan Accola and his wife, Brenda, have lived in the Marshfield, WI area for over 30 years. They have four grown sons: Ben, Josh, Luke, and Isaac.
2400 Post Road, Warwick, RI 02886
Phone: (617) 402-5001 | Email: firstname.lastname@example.org
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