Elevate Your Continuing Education Class Experience
Our NASAA-approved, CE-accredited course is thoughtfully designed to elevate your expertise with actionable strategies and practical
We believe Continuing Education should inspire and empower, helping Financial Advisors deliver outstanding service and meaningful client outcomes.
our course
Our course, “How Home Equity Conversion Mortgages Fit into Financial Planning Strategies” is designed to equip Financial Advisors with a deep understanding of Home Equity Conversion Mortgages (HECMs) and their powerful role as financial planning tools.
Tim Oddo
As a Home Equity Conversion Mortgage Specialist with over 20 years of experience, Mr. Oddo has dedicated his career to educating and guiding clients through complex financial decisions, particularly those involving Home Equity Conversion Mortgages. His experience spans working with various reputable mortgage firms, such as Luminate Bank, LeaderOne Financial, and Nova Home Loans.
He has developed and delivered numerous educational workshops and seminars aimed at both clients and financial professionals, helping them understand the nuances and benefits of HECMs as part of a holistic financial plan. His passion for education and his deep understanding of HECM products make him uniquely qualified to offer a continuing education program tailored for Financial Advisors.
Roland Scott
Mr. Scott is an experienced Loan Officer with over 7 years in the mortgage and financial services industry, specializing in Home Equity Conversion Mortgages and advising senior clients.
He has been leading educational sessions and workshops for over three years, specializing in Home Equity Conversion Mortgage products, financial planning for seniors, and customer service training. He regularly conducts seminars and webinars to educate both industry professionals and the public.
our course
Don't just take our word, check out some of the feedback from our students.
Let’s Connect!
Let’s kick off the conversation and bring your team the best CE class available. To explore this opportunity, reach out and let’s get started!
