It's not really a groundbreaking notion -- you'd like your clients to consult you and consider their total financial picture whenever they make a major financial decision, especially when it involves a mortgage. This course will give an overview of the advantages of becoming engaged in the mortgage lending business.

Learning Objective(s) The course has been structured to provide advisors with effective strategies for identifying opportunities to proactively engage clients on key planning topics and deliver more comprehensive solutions. How to enhance client relationships and broaden the number of lending options available to clients. How to ethically and legally integrate mortgage lending into their advisory practice.

Continuing Education
Application for continuing education has been filed with CFP Board.

Agenda
7:40 am - Community Building Breakfast
7:55 am - Chapter Meeting
8:00 am - Program Begins
9:00 am - Program Concludes