11:30am |
Financial Planner Perspectives on the Benefits of Home Equity in Retirement Planning
Join Joe DeMarkey, Strategic Business Development Leader at Reverse Mortgage Funding LLC, and his special guest Steve Branton, CFP®, CPCC, Principal and financial advisor at Private Ocean for a Q&A-style discussion on the current perspectives towards reverse mortgages in the financial planning industry, and the efficacy of proprietary products in meeting the ever-changing needs of today’s consumer.
They will discuss what factors led Steve’s clients to utilize RMF’s new Equity Elite® Line of Credit and how it has impacted their financial outlook in retirement. Joe will also get Steve’s insight on how mortgage professionals can best establish relationships with financial advisors and how to strategically position home equity as a part of comprehensive retirement planning.
Speakers:
- Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Milford, MA
- Steve Branton, CFP®, CPCC, Principal and Financial Advisor, Private Ocean, San Francisco, CA
Sponsored by

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12:00pm |
Navigating Compliance Changes
Registrants will get a comprehensive update on the most important regulatory issues impacting the reverse mortgage business from two of the industry’s top subject matter experts.
Presenters:
- Jeffrey Birdsell, VP, Loan Programs, ReverseVision, San Diego, CA
- Jim Milano, Attorney, Weiner Brodsky Kider PC, Washington, DC
Approved for 1 CRMP Credit

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1:00pm |
Break
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1:15pm |
Maximizing Conversion Conversations: Cracking The Code
In this thought provoking session, we will explore the different types of conversations that in today’s climate should be taking place more often. Are we engaging with the right audiences and have we upped our game in establishing the right partnerships? What is the winning “combination” that defines the who and the how and ultimately provides a win to your bottom line?
Host: Kimberly Smith, SVP, Wholesale Lending, American Advisors Groups, Orange, CA
Presenters:
- Tabatha Addison, VP, Wholesale Lending, American Advisors Group, Orange, CA
- Steven Sless, National Reverse Mortgage Division Manager, Primary Residential Mortgage, Owings Mills, MD
Sponsored by

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2:15pm |
The CARES Act: COVID-19 and Borrower Resources
FHA has taken extraordinary measures to protect HECM borrowers impacted by COVID-19 from losing their homes. Leadership from NRMLA’s Servicing Committee will discuss these policies and a special guest will demonstrate a new online tool to help homeowners in distress.
Presenters:
- Gail Balettie, SVP, Borrower Care, HUD and Investor Relations, Celink, Austin, TX
- Leslie Flynne, SVP, Reverse Mortgage Solutions, Houston, TX
- Michael Kressin, VP, Champion Mortgage, Irving, TX
- Karen Tankersley, President, Finance of America Foundation, Dallas, TX
Sponsored by

Approved for 1 CRMP Credit

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3:15pm |
Break
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3:30pm |
Rapid Fire: NRMLA’s Dirty Dozen
In this low rate environment, it’s important to maintain strong ethical standards when advertising reverse mortgages. Two top trainers will offer guidance on ethical advertising practices using NRMLA’s Code of Ethics as a guide.
Host: Joel Schiffman, Attorney, Wiener Brodsky Kider, PC, Irvine, CA
Presenters:
- Lorraine Geraci, VP, Learning and Development, Finance of America Reverse, Naples, FL
- Jud Lyman, Training Manager, Liberty Reverse Mortgage, Rancho Cordova, CA
Approved for 0.5 CRMP Credit

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4:00pm |
Rapid Fire: Counseling
Housing counselors share their experiences educating clients about HECM and proprietary reverse mortgages and offer insights on how the reverse mortgage industry can improve the upfront education process and offer ongoing support post-closing.
Host: Brett Kirkpatrick, CRMP, Harbor Mortgage Solutions, Braintree, MA
Presenters:
- Jennifer Cosentini, Housing Director, Cambridge Credit Counseling, Agawam, MA
- Mohan Lalwani, Program Manager, ReverseMortgageHelper.org/DebtHelper.org, West Palm Beach, FL
- Melinda Opperman, President, Springboard Nonprofit d/b/a credit.org, Riverside, CA
Approved for 0.5 CRMP Credit

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4:30pm |
Rapid Fire: What Does Industry Penetration of 2.3% Mean? Why Does It Matter?
The reverse mortgage industry’s top data depository will offer data-driving insights on market opportunities across the country.
Presenters:
- John Lunde, Founder and President, Reverse Market Insight, Inc., Dana Point, CA
- Jon McCue, Director, Client Relations, Reverse Market Insight, Inc., Dana Point, CA
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5:00pm |
Virtual Reception
Use this opportunity to virtually connect with your friends and colleagues in the reverse mortgage industry.
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