Retirement Mastery for Financial Advisors

Understanding the reverse mortgage process is key to helping your clients age 62+ access home equity as part of their long-term financial strategy.

Join Movement Mortgage’s Retirement Mortgage Professionals for a clear, simple breakdown of reverse home financing—so you can confidently guide clients, evaluate options within a holistic retirement plan, and collaborate effectively with lenders.

You’ll learn how to:
✔ Explain what a reverse mortgage is and how it works
✔ Identify ideal candidates and common misconceptions
✔ Understand the Reverse for Purchase program and how it can support clients looking to downsize or “right-size” in retirement
✔ Navigate client questions about eligibility, equity, and repayment
✔ Incorporate reverse mortgage strategies into broader financial and retirement discussions

📍 Light lunch provided.

Event Venue & Nearby Stays

Great American Title Agency - Desert Ridge Branch, 20860 North Tatum Boulevard, Phoenix, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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