FINANCIAL PLANNING PROGRAM

WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.



Friday, April 23, 2010

Guest Speaker: Darryn Murdoch of Wells Fargo Home Mortgage

SPEAKER: Darryn Murdoch, LCSW
EVENT: WPU student chapter of the FPA
DATE: 2/3/2010
TOPIC: "Using reverse mortgages as an Estate Planning tool"


Darryn Murdoch presented examples of how reverse mortgages have been used by clients and professionals as an estate planning and retirement planning tool. She included some case studies and examples of when/where reverse mortgages have been advantageous for a number of client and family circumstances.

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