Seminars, Webinars & Discussion Groups

Reverse Mortgages demystified: navigating client misconceptions (Recording)

Name: Reverse Mortgages demystified: navigating client misconceptions (Recording)
SKU: INVIVARM202508R
Price: 35.2 AUD
Availability: InStock

$35.20 Incl. GST

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SKU: INVIVARM202508R · Category: Seminars, Webinars & Discussion Groups

Reverse mortgages are commonly subject to outdated assumptions and misinformation, which may inadvertently limit your clients’ access to valuable retirement planning opportunities. This webinar is designed specifically for finance professionals who want to understand the facts behind the myths. Learn how reverse mortgages work, their potential role in retirement planning, and how to identify when they might be a smart solution for your clients. Equip yourself with accurate, up-to-date insights so you can offer more comprehensive guidance about reverse mortgages. In this insightful webinar you will learn about

What home equity release loans are and who is Inviva
Myths on reverse mortgages and debunking them
Case studies on how Inviva has worked with accountants and financial advisors to help over 55s
Inviva’s referral program to help your clients plan for their retirement

Please presummit any questions you may have which will be addressed in the Q&A.

Register now to secure your place!

FREE (members) | $32+GST (non- members)

TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed

Presented by: Michael Sirmai Chief Operating Officer, Inviva Michael has spent two decades working in banking, finance and law in Australia and in New York. His roles have spanned the breadth of management, strategy, distribution, product, treasury and operations. More recently, he has been a fintech founder and held leadership and advisory roles at startups in a range of sectors. At Inviva, Michael brings his broad experience, strategic mindset and commitment to great outcomes - and above all, a love for everything family and community. In his spare time, he advises and supports a number of not-for-profits and charities.