Monday, September 28, 2020 at 12:00 AM CDT
Saturday, October 31, 2020 at 11:55 PM CDT

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Pam Thompson 

Summit for Success 2020 Session Recordings 


Home Equity and Retirement Planning:  Post COVID-19

Harlan Accola has been in the mortgage industry for over 20 years.  He has specialized in reverse mortgages since 2003 and is currently the Reverse
Mortgage Director for Fairway.  Harlan is very passionate about the role that reverse mortgages can play in changing the way retirement is done in this country.  His best attribute is confronting conventional wisdom with new and innovative ideas that will give you a completely different perspective. 

Essentials of Social Security
CE Provided by The DI Center

Larry Burgess is a 34 year veteran of the financial services profession.  He is an expert in retirement income planning and Social Security benefits.  He assists many of his clients with insurance, estate, and tax planning as well.  He serves as the financial advisor for several corporations, professional service companies and non-profit  organizations on the 401k and retirement savings plans. He has been recognized as one of the best financial planners in Dallas by D Magazine's annual poll of CFPs.