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Our Three Areas of Focus

Conversation

Relevant, engaging and up to the minute strategic uses

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Education

Seminars, Trainings and Webinars and Certification programs

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Consultation

Finding the right resources to help your clients

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What Others Are Saying

  • “Any Financial Advisor whose working with retirees (and/or their families) are really doing a disservice to their clients if they don’t embrace and try to learn more about the Reverse Mortgage”

    Don Cericola,

    CPA, Registered Investment Specialist

  • “I just wanted to say thank you for the excellent continuing legal education course you presented to the Montgomery Bar Association. Your session .. was informative and well-received by attendees, who overwhelmingly gave you the highest marks on the post-seminar speaker review surveys. I would not hesitate to recommend you as a speaker for other professional audiences seeking to learn more about reverse mortgages”

    Robert Gerhard, III

    Chairman, Elder Law Committe: MOTCO Bar Association

  • “This is one of the finest presentations I have heard about the NEW REVERSE MORTGAGE PROGRAM”

    Harry R. McCarty

    Past President – Bucks County Association of Realtors

  • “For years, The Pennsylvania Association of Community Bankers has enjoyed a special affiliation with Don as our Reverse Mortgage Specialist. {He} is currently serving a number of our community banks. He has been a featured workshop speaker at our annual conventions, and was our guest speaker at our annual Fellowship Breakfast. Don is a consummate professional.”

    Frank Pinto

    Chariman Emeritus - Pennsylvania Assocation of Community Banks

  • See More Testimonials...
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FREE REPORT:The 18 Risks Faced In Retirement

Get it Now