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Free cpe webinars
The Truth About Reverse Mortgages: Everything You Need to Know

THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW

Available Date(s)
Tuesday, October 26, 2021: 10:30AM EDT
Monday, November 29, 2021: 10:30AM EST
Thursday, December 23, 2021: 10:30AM EST

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

One of the least understood strategies available to retirees is a reverse mortgage. In this webinar, Dave Hall will identify what is fact and what is fiction about a reverse mortgage, so you can better determine when to use a reverse mortgage in retirement planning. Dave will also review the details of how a reverse mortgage works and what it costs so you can answer questions others may have about the product. To get to a tax-free and risk-free retirement, you will need to implement a lot of strategies. After this webinar, you will be able to determine if a reverse mortgage is a good strategy for your retirement. 

Learning Objectives:


  • Identify who should and who should not take out a reverse mortgage 

  • Identify the costs associated with a reverse mortgage 

  • Recognize what a reverse mortgage can be used for

  • Identify how much money you can take from a reverse mortgage

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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.