CE Course - Reverse Mortgages - Prepare for the Silver Tsunami

A major demographic shift is already underway and most professionals are underprepared for it.

As more homeowners enter retirement age, housing and financial decisions become more complex. Those who understand how to navigate this shift will not only serve clients better, but also uncover opportunities that others miss.

Prepare for the Silver Tsunami is a 2 hour, CE certified strategy session designed to help professionals recognize overlooked opportunities tied to aging homeowners and confidently turn better conversations into more business and better client outcomes.

This is not a sales pitch and not CE for CE’s sake. It is practical, real world education focused on understanding when reverse mortgages do and do not make sense and how to responsibly identify opportunities without needing to be an expert.

A practical understanding of how reverse mortgages actually work without technical overload
Clear insight into the most common misconceptions that shut down productive conversations
Real world examples that show when this strategy may apply and when it doesn’t
The confidence to recognize opportunity and start better conversations
A clearer path to generating at least one additional transaction or referral opportunity this year

You don’t need to memorize guidelines.
You need to know when to lean in, when to ask better questions, and when to collaborate.

Real Estate Agents

This session is designed to help agents:
Recognize deal opportunities tied to downsizing, retirement, and aging homeowners
Confidently introduce the topic without sounding salesy or uninformed
Add overlooked transaction types to their toolkit
Turn situations they may currently walk away from into one or more additional transactions per year

Financial Advisors

This session is designed to help advisors:
Better understand housing options that impact retirement planning
Identify when reverse mortgages may support broader financial strategies
Collaborate more effectively with real estate professionals
Add another planning tool to better serve clients navigating later life decisions

Brady Mullen is a retired financial advisor, accountant, and nationally recognized educator in retirement and housing strategy.

He is the best selling author of Reverse Mortgages The Financial Ugly Duckling and Real Decisions The Financial Impact of Renting and Owning and has spent nearly two decades helping families and professionals navigate complex financial decisions with clarity, balance, and integrity.

Brady regularly educates financial advisors, accountants, attorneys, and real estate professionals across the country with a focus on practical application, ethical use, and real world decision making.

This course offers continuing education credit for:

• Real Estate Agents
• Financial Advisors (CFP® & IAR)

Attendees will be asked during registration to select their profession to ensure proper CE credit reporting.

Presented by: Brady Mullen, CrossCountry Mortgage
Retired Financial Advisor, Accountant & Best-Selling Author

Hosted by: The O'Donnell Team at CrossCountry Mortgage

Sponsored by: Allen Johnson, American Family Insurance Agency

Know what’s Happening Next — before everyone else does.

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Host or Publisher Selueni O'Donnell - The Unstoppable Loan Officer