February 14 2019 Chapter Meeting

Lunch and Program
*This meeting consists of (2) 1 hour presentations that are PENDING acceptence by the CFP Board of Standards for 1 hour of General CE and PENDING approval by NC Insurance for 1 hour of General CE.

PNC Arena
1400 Edwards Mill Rd
Raleigh NC

Home Equity Planning “How To” w/ Jerry Auippa

11:30 am – 12:30 pm

About the Presentation: Wondering how to take reverse mortgage concepts you’ve heard about and turn that knowledge into compliant strategies for your clients? Strategic use of a reverse mortgage can deliver improved retirement cash flow and a higher chance of portfolio survival in a long retirement, as demonstrated by research from the American College of Financial Services and other noted universities.

In this actionable webinar you will learn:
• How home equity fits into retirement planning in a fiduciary environment
• Why the reverse mortgage prejudices of the past are not applicable to today’s products
• How the reverse mortgage program works and who is/isn’t a good candidate
• Specific strategies to improve retirement cash flow, eliminate current mortgage payments, protect invested portfolios, fund home care, reduce taxes and more…

View Presentation Here.

About the Speaker: Before making the move to reverse mortgages, Jerry spent 25 years in the Hospitality industry – with 6 years serving as General Manager of Food and Beverage at the Golden Nugget Casino in Laughlin, Nevada. In this role, Jerry took care of seniors every day, and saw the financial challenges many people face in retirement. After a life-changing accident forced Jerry to leave the hospitality industry, a switch to a career in Reverse Mortgages aligned perfectly with his values and lifestyle. Jerry believes seniors shouldn’t have to worry about finances during retirement, and over the past four years he has helped countless seniors increase their monthly cash flow to improve their golden years. Jerry works alongside professionals in the financial services industry to show them how reverse mortgages can be used to strengthen their client’s retirement.  



(Nearly) Broke and Trying to Save the World: Working with Millennials in Public Service w/ Amber Smith

12:30 pm- 1:30 pm

About the Presentation: Amber got a wakeup call one day when she realized the student loan debt she thought she’d been whittling away at over the past decade had not shrunk but grown. Spurred on by fears that she and her peers could no longer trust financial institutions and programs such as the Public Service Loan Forgiveness meant to help her generation eventually rise above debt and earn financial security, she wanted to take action. But who could she call? Financial planners were for rich people with money to throw around, weren’t they? Combining personal stories with practical steps, Amber talks to financial planning professionals about the challenges Millennials in public service careers face, discusses where to find clients in this niche demographic and how to effectively engage them, and shares new and unconventional strategies for attracting millennials in public service as clients.

About the Speaker:  Amber Melanie Smith is an award-winning nonprofit founder, Executive Director, and speaker. Amber is passionate about rallying support for changemakers in all areas of their careers and lives and helping every person realize their potential to lead positive change in the world. Amber launched her nonprofit, Activate Good, in 2005 following a two and half month cross-country road trip volunteering and conducting acts of kindness in over 20 states. With a goal of inspiring people to serve in their communities, Activate Good mobilizes thousands of volunteers to help more than 460 charitable causes. Amber’s work has led her to form deep connections with hundreds of nonprofit professionals in her community and beyond and to understand the challenges they face in their careers, finances, and personal lives. Now she’s on a mission to encourage financial professionals to bring more nonprofit and public service workers to the table to secure their financial futures so they can have some peace of mind while they improve the world around them. Amber has been recognized as a Triangle Business Journal’s 40 Under 40 2018 honoree, and has received Leadership Triangle’s Goodmon Award, Independent Weekly’s Citizen Award, and Wake County’s Commission for Women Award for her work in the nonprofit sector.


Thank you to our Meeting Sponsor: