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Tuesday, October 17, 2017 LiveMonmouth/Ocean Chapter

Reverse Mortgages/Potential Solutions to Unknown Common Errors made by Not-for-Profits (E1710889)

8:30 AM - 11:30 AM EDT

Registration: 8:00 AM EDT

Jumping Brook Country Club

210 Jumping Brook Road
Neptune , NJ 07753

2 CPE Credits in CS
1 CPE Credits in TX

OVERVIEW

In this session, hear the benefits and features of reverse mortgages and how they effect home purchases and estates. Then, common errors made by not-for-profit organizations can be costly. Learn how to solve some of these errors and prevent them from occurring in the future.

BENEFITS

Earn 3 CPE credits (1 TX, 2 CS).

HIGHLIGHTS

Reverse Mortgages

  • Benefits and Features of Reverse Mortgages
  • Reverse Mortgage for Home Purchase
  • Counseling Protocol
  • Impact on the Estate
  • Contract Provisions
  • Closing the Loan
Solutions to Unknown Common Errors made by Not-for-Profits

Uncover an array of common errors made by not-for-profits and solutions to those errors, including:

  • Errors related to formation, bylaws and governance
  • Ways to minimize risk arising out of operations, real estate and related and unrelated business
  • Common errors when reorganizing operations or merging or affiliating with a third party

SPONSORED BY



COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee applied after 10/15. Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Thomas Borkowski

Thomas P. Borkowski, CPA

Director of Personal Trust

Amboy National Bank

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Richard Caputo

Richard Caputo

Partner

Fox Rothschild LLP

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Jacqueline D'Alessandro

Jacqueline D'Alessandro

Relationship and Sales Manager

Amboy National Bank

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Gloria Dumm

Gloria Dumm

Residential Lending Manager

Amboy National Bank

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PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form