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2018 Annual Meeting & Expo

October 28 @ 1:00 pm - October 30 @ 3:30 pm

The leading lenders, the most successful sales folks, the savviest marketers, the thought leaders in retirement funding will all gather in San Diego, October 28-30, for the year’s most exciting and important reverse mortgage event—NRMLA’s 2018 Annual Meeting & Expo.


You won’t want to miss this opportunity to hear about the emergence of proprietary reverse mortgages, the compliance requirements of digital advertising, the thinking process of retirement funding advisors, policy developments and visions of the future of the industry.


Plus, for potential new industry entrants, attend the Reverse Mortgage Intensive, the most comprehensive and compact introduction to a great business opportunity (To learn more, visit the
Registration Fee section.).


When you attend the Annual Meeting & Expo, you will have full access to all conference sessions (general sessions and breakouts), admission to the exhibit hall and opening reception, and all food and beverage activities. More importantly, you will meet people who have been originating reverse mortgages for many years and are often willing to share their thoughts and ideas when you ask them questions.


If you can’t attend the meeting yourself, make sure to send a colleague on your behalf! If you are not sending someone from your organization, then you’re really missing out on business meetings and educational sessions that can take your business to the next level.


Network with industry leaders. And come together to improve the reverse mortgage experience.


Registration Instructions
If you’ve never registered for a NRMLA conference, pleas
e download and review these registration instructions.


Sponsorship opportunities
Increase your company’s footprint in the reverse mortgage business by exhibiting or sponsoring at NRMLA’s Annual Meeting & Expo. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry. Download the sponsor materials/exhibitor form.


Booking Your Hotel Room

NRMLA has reserved a block of rooms at the special discounted rate of $240 per night. Make a reservation online or call the hotel directly at (619) 564-3333. Please be advised that the deadline to receive the group rate is September 26, 2018. 

Attendees must also register for the conference within two weeks of making a hotel reservation or the reservation will be automatically canceled.

When making your reservation please make sure to mention you are attending the National Reverse Mortgage Lenders Association conference.  If you need assistance making a room reservation, please contact Jeehan Faiz, at JFaiz@dworbell.com.


Cancellation Policy
All conference cancellation requests must be received by faxing to 202-265-4435 or emailing to Darryl Hicks at dhicks@dworbell.com. A $50 cancellation fee will be applied to all cancellation requests received no later than September 15, 2018. A $150 cancellation fee will be applied to all cancellation requests received from September 16 through September 30, 2018. No refunds will be issued for cancellation requests received on or after October 1, 2018.

 

Paying By Check
If you pay by check, you must submit payment before the current registration deadline passes.
For example, if you register at the Pre-Sale Registration Rate and pay by check, payment must be received by July 31, 2018, or you will be charged the next highest registration rate (Early).

Please mail your check to

NRMLA
Attn: Accounting
1400 16th St., NW
Suite 420
Washington, DC 20036


Reverse Mortgage “Intensive” Offers New Training Opportunities

Have you recently hired new sales staff who need reverse mortgage training, or do you have friends in the forward mortgage business who are contemplating a move into reverse?

Join us in San Diego following NRMLA’s Annual Meeting for the first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information professionals need to participate in the reverse mortgage industry. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

Date: Tuesday, October 30
Time: 1-5 pm
Location: Hilton San Diego Bayfront Hotel
Advance Registration Fee: $35
On Site Registration Fee: $55

To register for the Reverse Mortgage Intensive, follow these registration instructions

We also have a special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & ExpoPlease contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

Show Full Agenda

Sunday, October 28

Time Description
10:00am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 10 am to 6:30 pm in the Sapphire Northwest Foyer.

1:00pm

Grassroots Marketing

Finance of America Reverse lead sales trainer Jim McMinn discusses strategies for generating reverse mortgage business from five different lead sources, including business to consumer; business to business; business to community; purchased lead sources; and social media.

2:00pm

Creating a Unique Identity and Brand for Yourself

Sales professionals share ideas on brand building through podcasting and other social media.

 

4:00pm

Retirement Issues and Trends

Nationally-renowned retirement expert Jamie Hopkins shares his perspectives on changes in the financial services world, the role of proprietary reverse mortgages, evolving broker/dealer policies, and moving the reverse mortgage industry forward.

5:00pm

Exhibit Hall Hours-Sapphire IJMN

The exhibit hall will be open from 5:00 pm to 6:30 pm but closed during general sessions in Sapphire IJMN.

5:00pm

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

5:00pm

Networking Reception

Use this opportunity to catch up with old friends and make new ones.

Monday, October 29

Time Description
7:00am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 7:00 am to 5:15 pm in the Sapphire Northwest Foyer.

7:30am

Exhibit Hall Hours-Sapphire IJMN

The exhibit hall will be open from 7:30 am to 5:00 pm but closed during general sessions in Sapphire IJMN.

7:30am

Continental Breakfast-Exhibit Hall

A continental breakfast will be served in the exhibit hall from 7:30 am to 9:00 am.

7:30am

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

8:30am

Everyone’s Home is Their Castle: Explaining Appraisals to Customers-Aqua Salon ABC

Subject matter experts address challenges facing appraisers and appraisal management companies in the current market; how to explain lower than expected home values to borrowers; the process for addressing value reconsiderations; and how the appraisal process is different with proprietary reverse mortgages.

8:30am

Building a Reverse Mortgage Lead Machine-Aqua Salon DEF

Jim Berkowitz, a startup growth strategist and the founder of the digital marketing agency, LaunchHawk Marketing, LLC, will share his thoughts on best practices and technologies for building and nurturing a successful reverse mortgage lead funnel.

12:00pm

Networking Lunch-Exhibit Hall

Lunch will be served buffet-style in NRMLA’s exhibit hall Sapphire IJNM

1:30pm

State of the U.S. Economy and Housing Market

Dr. Edward Seiler provides an in-depth analysis of current macro-economic and housing trends.  The discussion will focus on how these trends impact the market and offer you critical insights as you develop your business strategy for 2019.

Tuesday, October 30

Time Description
7:30am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 7:30 am to 4:00 pm in the Sapphire Northwest Foyer.

8:00am

Exhibit Hall Hours

The exhibit hall will be open from 8:00 am to 11:00 am but closed during general sessions in Sapphire IJMN.

8:00am

Continental Breakfast-Exhibit Hall

A continental breakfast will be served in the exhibit hall from 8:00 am to 9:30 am.

12:00pm

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

9:00am

Digital Marketing Compliance Roundtable-Aqua Salon ABC

Industry experts examine compliance issues related to generating reverse mortgage leads using digital marketing techniques and review digital ad examples and discuss compliance concerns related to Pay-Per-Click and Facebook Ads, Landing Pages and Email Marketing in light of State advertising scrutiny.

9:00am

HECM Counseling Update-Aqua Salon DEF

HECM counselors share their experiences educating clients about reverse mortgages and offer insights on how the reverse mortgage industry can improve the upfront education process and offer ongoing support post-closing.

10:00am

Conference sessions

Additional conference sessions are scheduled from 10:00 am to 12 noon.

12:00pm

Main conference concludes

The Annual Meeting concludes at 12 noon, however, there will be special workshops held during the afternoon.

1:00pm

Reverse Mortgage Intensive: A Workshop for Those Interested In Entering the Reverse Mortgage Industry

NRMLA is proud to announce our first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information you will need to participate in the reverse mortgage loan industry presented by top industry experts. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

Time: 1:00 p.m. to 5:00 p.m.

Advance Registration fee: $35
On Site Registration fee: $55

Special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & Expo.

Please contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

1:30pm

Ethics Workshop

All candidates pursuing the Certified Reverse Mortgage Professional (CRMP) designation, as well as existing designees who must recertify every three years, need to attend this workshop.

Time: 1:30 p.m. to 3:30 p.m.

Registration is $35. 

Last modified:

Annual Meeting & Expo Only

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 31, 2018
$695.00 $945.00
Early Registration
September 17, 2018
$775.00 $1,025.00
Regular Rate
October 27, 2018
$875.00 $1,150.00
Onsite Registration
October 30, 2018
$1,000.00 $1,275.00

Annual Meeting + Ethics Workshop

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities
  • Entry to the CRMP Ethics Workshop on Tuesday, October 30, from 1:30 pm to 3:30 pm. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 31, 2018
$725.00 $975.00
Early Registration
September 17, 2018
$805.00 $1,055.00
Regular Rate
October 27, 2018
$905.00 $1,180.00
Onsite Registration
October 30, 2018
$1,030.00 $1,305.00

Reverse Mortgage Intensive: A Workshop for Those Interested In Entering the Reverse Mortgage Industry

If you are in the lending business, reverse mortgages will be part of your future. With the 62 and over population growing more rapidly than ever and many facing a retirement funding crisis, reverse mortgages are one of a very limited group of options to offer financial support and the security that offers. This presents a unique opportunity for aging adults as well as for business people who want to serve them.

NRMLA is proud to announce our first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information you will need to participate in the reverse mortgage loan industry presented by top industry experts. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

We all hear frequently about people on the industry fringe dipping their toes in the reverse mortgage stream. Isn’t it time to dive in? 

Special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & Expo.

Please contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Regular Rate
October 29, 2018
$35.00 $35.00
Onsite Registration
October 30, 2018
$55.00 $55.00

CRMP Ethics Workshop Only

The registration fee covers:

  • Entry to the CRMP Ethics Workshop on Tuesday, October 30, from 1:30 pm to 3:30 pm. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Regular Rate
October 30, 2018
$30.00 $30.00

Register Now

Diamond Sponsors

Gold Sponsors

Silver Sponsors

Silver Exhibitor

Media Partners

Details

Start:
October 28 @ 1:00 pm
End:
October 30 @ 3:30 pm

Venue

Hilton San Diego Bayfront
1 Park Boulevard
San Diego, CA 92101
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