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Serving the Senior Market with Reverse Mortgages
Continuing Education Seminar
2:00pm - 5:00pm
5:00pm - 6:00pm Social Hour
HQ Building
4555 Lake Forest Drive, Suite 590
Blue Ash, Ohio 45242
(Cincinnati suburb)
Carl G. Boltz, presenter
Certified Reverse Mortgage Specialist
Wells Fargo Home Mortgage
Continuing Education Credits
Course approved for three (3)
Continuing Education Credit hours
Register by November 10, 2006.
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Who Should Attend?
Owners and/or Managers
of Mortgage Banks
or Brokerage Firms
Loan Officers
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Schedule
Wednesday, November 15, 2006
| 2:00 p.m. - 5:00 p.m. |
Reverse Mortgages |
| 5:00 p.m. - 6:00 p.m. |
Social Hour sponsored by First American Title |
Course Outline
- History of Reverse Mortgages
- Why Look At Reverse Mortgages?
- Rapid Growth
- HUD Reported Funding
- Why Such Growth?
- Do Reverse Mortgages Compete?
- Reverse Mortgages Generate Other Business
- Traditional Mortgages Remain Strong
- What is a Reverse Mortgage?
- What Does Reverse Mortgage Offer?
- Common Uses
- Reverse Mortgage Options
- Characteristics
- Eligibility
- Payment Plan Options
- Payoff Reverse Mortgage
- HECM Termination Actions
- How Much Can Be Borrowed?
- Payment Plan Examples
- Two Important Factors
- Responsibilities After Closing
- Consumer Protections
- Effect on Public Benefits
- Predominate Needs for the Income
- Conclusion
- Case Studies
About the Presenter
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Carl G. Boltz
Certified Reverse Mortgage Specialist, Wells Fargo Home Mortgage
- Certified Reverse Mortgage Specialist 2002 - 2006
- Wells Fargo Home Mortgage, Designated Best of the Best 3rd & 4th Qtr 2005;
1st & 2nd Qtr 2006 Ranked # 1 in Division and Region
- President, Board of Directors, Greater Cincinnati Mortgage Bankers Association
- Government Relations Committee, Ohio Mortgage Bankers Association
- Radio Program Host 1160 am WBOB, “Silver and Savvy Professionals”
- Continuing Education Certified Presenter, State of Ohio – Department of Commerce
- Continuing Education Certified Presenter, Financial Planners Association
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Seminar Location
HQ Building
4555 Lake Forest Drive, Suite 590
Blue Ash, Ohio 45242
(Cincinnati suburb)
Lake Forest runs off Reed Hartman Highway
Reed Hartman can be accessed by going west off I-71 on Pfeifer Rd
To Reed Hartman Rd turn Right
To Lake Forest Drive turn Left (Embassy Suites at corner)
Address 4555 and "HQ" will be visible on the building
Reed Hartman can also be accessed from I-75 onto I-275 east
To Reed Hartman Highway - turn Right (south)
Go to Lake Forest Drive turn right at Embassy Suites
Take Lake Forest to address 4555
Anyone getting lost should call Carl on cell at 513-325-2599
Registration Fees
Cincinnati MBA Members: $35
Non-Members: $50
How to Register
The preferred method for registration for this seminar is the online secured registration form at www.ohiomba.org. Confirmations will be provided for those registrations submitted online only. Registrations will also be accepted on the official registration form only, click here to download a copy. Photocopies of the form are acceptable. Acceptable methods of payment are check, money order, American Express, Discover, MasterCard, or VISA. Registrations will be accepted on a first-come, first-serve basis, and the seminar may sell-out at any time. Therefore, we highly encourage you to confirm your registration with OMBA before making travel arrangements.
Cancellation, Substitution & Refund Policy
Registration cancellations prior to November 10, 2006 will incur no penalty. Cancellations after November 10, 2006 are subject to a $25.00 cancellation fee. Cancellation notices must be made by phone (440) 899-0010 or by mailing the OMBA Executive Office at 30200 Detroit Road. No refunds will be made on cancellations made on the date of the seminar due to committed funds. Forfeited fees cannot be applied to future meetings due to IRS reporting requirements. Substitutions from within the same company are permitted at no additional cost if received by November 10, 2006. All substitutions must be in writing and accompanied by a completed registration form.
Americans With Disabilities Act
The Columbus Convention Center complies with the provisions of ADA. If you need any additional assistance beyond what is accommodated by ADA, please contact OMBA by November 10, 2006 so that we may assist you.
Contact OMBA at (440) 899-0010 with questions.
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