2020 Virtual Annual Meeting Conference Book

www.nrmlaonline.org 2020 Annual Conference 7 Agenda Wednesday, November 11 11:30 am 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 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. Sponsored by: 12:00 pm 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, ReverseVision, San Diego, CA • Jim Milano, Weiner Brodsky Kider PC, Washington, DC Approved for 1 CRMP credit 1:00 pm Break 4:30 pm Is Forward the Future of Reverse? Reverse mortgages represent only three percent of all mortgages originated to borrowers ages 62 and older, despite the fact that hundreds of thousands of borrowers would likely qualify for, and benefit from, a reverse mortgage. Some of the fastest growing reverse mortgage lenders are those whose primary business is originating forward mortgages. Learn how to discuss reverse mortgages with borrowers who think they want a traditional mortgage, as well as how to successfully grow reverse mortgages as part of a forward mortgage business model. Presenters: • Chris Mayer, CEO, Longbridge Financial, Mahwah, NJ • Adrian Prieto, Vice President, Wholesale Lending, Longbridge, Rancho Mission Viejo, CA • Bob Garczewski, National Account Executive, Longbridge Financial, Yorktown, IN • Josh Borba, President, MLS Mortgage, Auburn, CA • Tim Oddo, Reverse Mortgage Specialist, Leader One, Highlands Ranch, CO Sponsored by :