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CANCELLED - Morning Education Meeting: Reverse Mortgages: The Cinderella of Retirement Planning?
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When: Wednesday, November 28, 2018
8:30 - 10:00 A.M.
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street
Room 421
New York, New York  10036
United States

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Morning Education Meeting


Date: Wednesday, November 28, 2018  

Time: 8:30 AM - 10:00 A.M.

New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (between 5th and 6th Avenues)

Room 421

New York, New York 10036


Program:  Reverse Mortgages: The Cinderella of Retirement Planning?


Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.

Speaker: Bonny Gilbert, Esq., Fairway Independent Mortgage

Click here for bio


Learning Objectives :

  • The course will cover how a reverse mortgage can reduce tax obligations, decrease sequence of returns risk, increase portfolio survivability, and effect your retirement income efficiency.

Approved for 1 CFP® CE credits with the CFP Board.


Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at to register.)



Program Presented by





Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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