Available Date

Thursday, March 09, 2023: 11:00 AM EST
CPE Credits 1.5 hour
Course Level Basic
Prerequisites None

Course Description

One of the least understood strategies available to retirees is a reverse mortgage. In this webinar, Dave Hall will identify what is fact and what is fiction about a reverse mortgage, so you can better determine when to use a reverse mortgage in retirement planning. Dave will also review the details of how a reverse mortgage works and what it costs so you can answer questions others may have about the product. To get to a tax-free and risk-free retirement, you will need to implement a lot of strategies. After this webinar, you will be able to determine if a reverse mortgage is a good strategy for your retirement. 

Learning Objectives:

  • Identify who should and who should not take out a reverse mortgage
  • Identify the costs associated with a reverse mortgage
  • Recognize what a reverse mortgage can be used for
  • Identify how much money you can take from a reverse mortgage


Kellie Kramer (Tarbell & Company)

Another great information packed class with Dave Hall shining a light on murky topics most of us know so little about! It’s great to leave class with a good general understanding of how reverse mortgages work, how to qualify and when they are a good fit and when to look at other options. Thanks Dave!

George McClennen (Global Assurance LLC)

Very well done. Methodical, systematic material presented via Q & A type approach. Great slides. Knowledge greatly expanded by viewing this session, and, I have viewed probably three or four earlier presentation by others. This one is FAR more comprehensive. Thank you!

Donna Blackard (SRES Realtor)

The Bible says our lives should glorify God and that we should enjoy HIM forever. Dave Hall’s webinars has equipped so many of us to be better stewards of all that we have. May God continue to keep Dave Hall strong, full of peace and bless his family and loved ones.

Jack Bromwich (Enrolled Agent)

I was very pleased at the way the presentation took place as a factual offering of information and not as a manner of selling or promoting a product (although that is necessarily a terrible thing). Great work. Thorough and understandable Great job !

Reine Fam (Ernst&Young)

The webinar was very informative on a subject which interested me but of which i did not have much knowledge. I gained understanding of the process anc ost versus benefits of obtaining a reverse mortgage. There is much more to learn on this topic

Lavinia Fitzpatrick (Lavinia Fitzpatrick)

Very informative! I knew absolutely nothing about Reverse Mortgages before this session and now I’m much better informed about how they really work and how it can be beneficial for some and maybe not beneficial for others. Great webinar! 

Robert Slowik (Robert A Slowik PA EA CFP)

Dave provides an authoritative review of the Reverse Mortgage process and offers personal advice although does not sell these products. A good webinar worth the time to see and hear,

Kelli Dickerson (84150)

This course was full of valuable information. At the end of the course the instructor cautioned us what to look for when less than honorable people were soliciting reverse mortgages.

The event is finished.


Mar 09 2023


11:00 am - 12:30 pm

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CPAacademy (GOTO)
Dave Hall


Dave Hall
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