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2019 September Mini-Symposium
Hilton Garden Inn - Downtown Bellevue
10777 NE 10th Street
Bellevue, Washington 98004
United States

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Thursday, September 12, 2019, 7:15 AM - 12:15 PM PDT
Category: Events

Register for the September Mini-Symposium 

Join FPA of Puget Sound for a brand new event: a half day intensive Mini-Symposium in downtown Bellevue! Network with your peers and friends and enjoy some breakfast while you are treated to 4 exciting sessions ranging in scope from Relationship Marketing to Medicare to Home Equity Conversion Mortgages. In addition, we will have a panel of local planners on hand to discuss their business models, trends in the industry and the challenges they face in the complex world of Financial Planning. Earn up to 2 CFP credits.

Members: $55
Non-Member: $70

Register Today!

Program Agenda

7:15 AM - 7:45 AM Registration & Networking
7:45 AM - 7:55 AM Welcome 
7:55 AM - 8:55 AM  Panel on Relationship Marketing - Reminder Media and Affiliates 
8:55 AM - 9:00 AM  Break
9:00 AM - 10:00 AM  Medicare Solutions For Your Clients with Lindsey Carlson & Kevin Peterson of Connexion Insurance
10:00 AM - 10:15 AM  Break 
10:15 AM - 11:15 AM  Hidden Wealth: Unlocking Home Equity for Retirement Planning-with Allen Chao of Longbridge Financial, Silver Sponsor 
11:15 AM - 12:15 AM   Planner Panel 


"Medicare Solutions for Your Clients" 

Do You Have a Medicare Solution for Your Clients? An Expert Health Insurance Advisor Can Be Key to Protecting Your Clients’ Financial Health in Retirement

About 14% of Washington state residents are 65 and older. By 2030, that proportion will increase to 20%, or one in five. The growing volume of those aging in to Medicare means that today’s successful planner will understand the basic needs of clients in this demographic and be prepared to offer expert Medicare resources that can help guide them through the complex world of insurance plan selection to protect both their personal and financial health.  

Learning Objectives:

  • Understand the basics of how Medicare works
  • Teach advisors how to identify who may benefit from Medicare information and enrollment advice
  • Outline key resources to help manage your client’s health insurance costs

Speaker Bios:
Lindsey Carlson, Connexion Insurance Lindsey Carlson, Connexion Insurance Solutions
Lindsey is a superstar at servicing her Medicare clients. She has a strong background in managing Enterprise Accounts for Medicare and Individual medical solutions firm. Lindsey also brings deep expertise in Medicare enrollment options including online enrollment platforms. She is a graduate of the University of Washington where she was captain of the Husky Women’s soccer team, and lives in Issaquah with her husband Peter.

Kevin Peterson, Connexion Insurance Solutions
Kevin’s been with Connexion since 2008. He’s built a strong reputation in the community as a Medicare expert with strong ethical standards and has earned multiple designations as a top producer for several regional Medicare carriers. He can often be seen conducting educational seminars at local hospital clinics and employer groups. An avid golfer, Kevin is a graduate of Washington State University and lives in Mukilteo with his wife Heather and daughter Kaylee. They are expecting a 2nd daughter in July.


"Hidden Wealth: Unlocking Home Equity for Retirement Planning"

Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan to fully fund their lifetime expenses, but financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the federally-insured Home Equity Conversion Mortgage (HECM) to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the biggest sources of assets for clients, and the HECM is a federally-insured program that can unlock this hidden wealth in a safe and standardized manner. 

Learning Objectives:

  • Learn statistics of financial wealth vs total wealth for American seniors
  • Review changes to Home Equity Conversion Mortgage (HECM) program from 2013 –2017 to strengthen consumer protections
  • Understand core foundation of HECM including qualification, ongoing requirements, consumer protections, disbursement of funds, credit line growth, and settlement. 
  • Demonstrate impact of HECM funds for retirement planning and estate planning
  • Apply HECM strategies using web-based learning tool for 3 case studies
  • Adhere to compliance considerations of when and how to present a reverse mortgage

Speaker Bio:
 Allen Chao, Longbridge Financial
Allen Chao is an Account Executive with Longbridge Financial, a national reverse mortgage lender.  He has 7 years of reverse mortgage-specific experience in origination activities, including managing a team of loan originators for a top 3 reverse lender.  Allen graduated as a Valedictorian with B.B.A in Economics and B.B.A in Finance from Lamar University.