May 31, 2022
Join us and Susan Pomfret, RICP®
for LUNCH and learn about:
"Housing Wealth vs Assets Under Management"
In this session learn from Susan A. Pomfret, RICP® on how you can preserve your client’s assets under management and improve their financial liquidity by utilizing their biggest asset, their home. Retirees are sitting on over $10 Trillion in housing wealth which can profoundly boost their retirement income and keep their funds invested.
Time: 12:30 p.m. - 2:00 p.m.
Registration Starts: 12:00 p.m.
Location: Maggiano's Cumberland
1601 Cumberland Mall SE, Suite 200, Atlanta, GA 30339
~Click HERE for Directions~
Over 30 years in the mortgage industry. Being one of the first to originate a Home Equity Conversion Mortgage (HECM) in 1989 in RI as part of the FHA Pilot Program. Due to my extensive knowledge and expertise, I have become a familiar and respected face in the senior community.
I have served as a Board of Directors member for the Senior Agenda Coalition, the RI chapter for the Alzheimer’s Association and Meals on Wheels, and co-founded of the RI chapter of the National Aging in Place Council. In addition, I have volunteered with the National Reverse Mortgage Lenders Association (NRMLA) which included being chosen to assist in the writing of the first Certified Reverse Mortgage Professional (CRMP) Designation test.
I continue to support issues surrounding senior citizens by joining State and Local Issues subcommittee and lobbying at the RI State House. I've participated in numerous rallies and testified on behalf of various senior bills and issues, including on Capitol Hill in Washington. I have been published in various local and national mortgage industry publications and was chosen to attend and cover the 2005 and 2015 invitation-only White House Conference on Aging (WHCOA) in Boston, MA. Due to my passion for assisting seniors, I received my Certificate in Gerontology from Roger Williams University and my RICP® Designation from The American College of Financial Services. CCM was a proud Sponsor of the 2020 Society of FSP Institute and excited about our 2021 Corporate Partnership.
1 Hour of GA Insurance Credit (applied for)
For more information contact us:
FSP Atlanta Chapter
3227 S. Cherokee Lane, Suite 1320
Woodstock, GA 30188
(770) 516-0207
admin@fspatlanta.org
www.fspatlanta.org
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