D O N G R AV E S
RICP®, CRMS
SPEAKER, EDUCATOR, & ADVOCATE 2017 MEDIA KIT
THE FUTURE OF RETIREMENT INCOME PLANNING
THE ADVISOR’S CHALLENGE • Moving from your client’s accumulation phase to the distribution phase • Sequence of returns risk • Insuring longevity risk • Balance product solutions with program expertise
ABOUT
D O N GR AV ES
FEAT U R E D I N THE MEDIA
D E B UN K I N G H E C M M Y T HS
FEATURED ARTICLES
HO W D OES THE HE CM WORK
H ECM STR ATEG IES IN RETIREMENT
• Ash Brokerage: The Parable of the Reserve Tank • HECM Advisors Group Blog: Did We Just Touch the Third Rail? • Forbes: New HECM Rules Open Door To A More Secure Retirement
C E RT I F I E D T R A I N I N G E N D O R S E D BY:
HOW TO GET CERTIFIED 1
Enroll in the 4-hour training course
2
Delve into fundamental HECM strategies
3
Practice and learn vital conversations to have with clients
4
Study and pass the final exam
W HY YO U N E E D TO G E T C ERT IF IED 1
You’ll obtain a Housing Wealth Certified Advisor Certificate accepted by compliance and broker dealers
2
You’ll receive reliable listing on the institute website and HWCA
3
You’ll gain established credibility based off of academic training and schooling
4
You’ll achieve outstanding merit amongst colleagues which will reflect on referrals and prospects
W H Y HI RE
D O N G R AV E S ?
W
hen it comes to understanding the psych-economics, or as Don calls it “Psychonomics” of the HECM product, why settle for just the scientist when you can get the surgeon AND the scientist! Don’s workshops focus around the central question posed by many Americans today: Is the HECM a product of last resort or an essential part of a viable retirement income plan? With precision and ease, Don cuts, weaves, and plugs in systematic strategies for ev-ery retiree. He turns conventional wisdom completely on its head with the flick of a switch!
SE M INA R TO P I CS • Differentiate Yourself from the Pack – Legal, Ethical, and Compliant Ways to Make Money with HECM Mortgages
• Rampant Risks that Can Derail The Retirement Train: How Housing Wealth Can Keep the Train on the Right Track
• Significant Strategies to Maximize Modern Retirements
• Psychonomics 101: Bringing it Back to the Basics of HECM Mentality
AVAIL A BLE SE MI NA R S • 60-Minute
• 2-Hour, and
• $2,500 – Half Day Price
• 90-Minute
• 4-Hour Seminars
• $4,500 – Full Day Price
I
n the past few years, Don served as The Charter Member of the Funding Longevity Task Force, whose advocacy was responsible for FINRA’s position change on reverse mortgages. Prior to that, he developed the first HECM Continuing Education course in Pennsylvania for financial advisors. Along with serving as Chief Conversation Starter for HECM Advisors Group, Don also facilitates as Adjunct Professor of Retirement Income Planning at The American College of Financial Services. It is with his greatest honor and pleasure that he teaches and trains more than 12,000 advisors within the Retirement Income Certified Professional (RICP) curriculum to understand the powerful principles and strategies about how and where housing wealth/reverse mortgages intersect with retirement income planning. Don holds an undergraduate degree in Finance from Temple University and graduate studies in Economics at Eastern University, and has been featured in Forbes, The Wealth Channel, Bankrate.com, Ash Brokerage, and Housing Wealth.net.
D O N G R AV E S
I N D U S T RY T E S T I M ON I A L S
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Don Graves is one of the foremost experts regarding HECM regulations and reverse mortgages. He knows how to implement strategies that improve retirement cash flows and that utilize housing wealth to help extend the life of your portfolio. If your an institution looking for a strong educator or if your an advisor looking for a knowledgeable and trustworthy expert, I can highly recommend Don without hesitation. CURTIS V. CLOKE, LUTCF, RICP - SPEAKER, INSTRUCTOR FOR THE AMERICAN COLLEGE RICP DESIGNATION
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“Besides being a gentleman and a delightful person to be around, Don is an extremely knowledgeable and dedicated professional. He thoroughly knows the reverse mortgage business and his clients are always well informed and have confidence in his integrity. In my business I came across a variety of “personalities” and in my mind Don sets the standard in regards to truthfulness and reliability. I wouldn’t hesitate is have Don handle a reverse mortgage for any of the seniors in my family.” FRANK VIOLI - EVP AT FIRST AMERICAN ABSTRACT OF PA
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“Don has been a mentor and friend of mine for many years. He introduced me to the HECM Mortgage business and continues to model out integrity, innovation, compassion and great passion in the industry. He continues to bring new and creative things to bear in this industry and is bullish about the future. I highly respect and admire him and would have no issues with recommending him.” GENIE MCGEE - REVERSE MORTGAGE SPECIALIST, CE INSTRUCTOR
WHAT IS THE
HE C M ? Since 2000, Don has been dedicated to providing truthful, relevant content and conversation about the New HECM to professionals serving people at, or in retirement. The HECM (Home Equity Conversion Mortgage) is the only mortgage insured by the U.S. Federal Government and is only available through an FHA approved lender. It’s a game-changer when it comes to providing an additional key source of retirement income. Don and the HECM Advisors group, provide critical expert analysis from professionals spanning various disciplines pertaining to retirees. Don provides articles, webinars, seminars, interviews, and live workshops about Home Equity Conversion Mortgages.
D O N G R AV E S RICP®, CRMS
P 1-855-DonGraves (366-4728)
W www.DonGraves.com
E Don@DonGraves.com