Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
In our October episode of Coffee Talks, Tim Wittaker, Business Development Manager, and Andrew Cairns, National Lead – Wealth Management with HomeEquity Bank break down reverse mortgages, HELOCs, and downsizing strategies to help financial advisors support clients aged 55+.
Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.
