Hosted by Anthony Byrnes with CrossCountry Mortgage

Presented by:
Brady Mullen - Retired Financial Advisor, Accountant, and 2-Time Best Selling Author &
Ilya Lyubimskiy - Founder/Managing Attorney, Premier Legacy Law, Estate Planning Attorney and CPA

Reverse mortgages and estate planning are two conversations your clients need, but they rarely happen together.

This 4-CE* credit, in-person class connects the dots so you can guide better decisions and spot issues earlier.

First 2 Hours: Reverse Mortgage Fundamentals and Financial Planning Implications
Brady will discuss how modern reverse mortgages work, when they fit, and practical use cases for retirement cash flow, purchase strategy, and planning flexibility.
*2 CE credits available to CO Realtors, CFP, CPA, & IAR

Second 2 Hours: Estate Planning and Legacy Essentials
Ilya will review core documents, Colorado probate basics, common mistakes, and what to flag so you know when to refer and how to coordinate with the planning team.
*2CE credits available to CO Realtors, CFP, & CPA

This is educational CE session, not a sales presentation.
Registration is required. Seating is limited to 50.
Lunch will be served between sessions.