Silicon Valley FPA Brown Bag Lunch Event

Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other chapters are welcome to attend as well as guests of FPA members.

Date:  Friday, August 26th, 2011
Time:  12:00 noon to 1:30 pm
Location:  San Jose, CA (Rose Garden Area)
Cost:  $15

Title:  Mortgage Acceleration Strategies:  Methods for Deleveraging Before Retirement; 1.5 CEUs

Speaker:  Doug Nesbit, Advisor Development Director, CMG Mortgage

Note:  This program has 1.5 CEUs approved by FPA National.  Proceeds from this Brown Bag Lunch will benefit the Silicon Valley FPA Scholarship Program.

Today, with deleveraging in full swing, and housing values still shaky, clients want to know how to reduce their mortgage debt.  But there are numerous ways to accelerate a mortgage -- from old familiar methods to new international concepts -- each with unique features, effectiveness, and applicability.  Learn the little-known facts about each approach, and how to determine which one fits your client’s unique situation.

 You Will Learn About:

• Typical mistakes made when managing a mortgage
• Benefits of mortgage acceleration
• Challenges with mortgage acceleration
• The five major methods of accelerating a mortgage, and how they each work
• Unique features, pros and cons, and a comparative analysis for each approach

Can’t Miss Takeaway:   Learn how to guide your client to the appropriate solution for eliminating mortgage debt before retirement.

Who Should Attend:  Advisors/Planners of all levels.

Speaker Biography:

Doug Nesbit, the Advisor Development Director for CMG Mortgage, is well known in the mortgage industry as an expert on mortgage acceleration methods.  Doug routinely works with financial advisors and mortgage professionals who are looking for ways to assist clients in deleveraging ahead of retirement.  As the co-creator of one of the industry’s newest methods of mortgage acceleration, Doug is uniquely qualified to present the advantages of each methodology, explain the pros and cons of each approach, and how best to integrate that into a thoughtful plan for managing the right side of the balance sheet.  He has worked for CMG Mortgage since 2003.  Prior to CMG, Doug was the VP of Internet Marketing at World Savings Bank (Golden West Financial), where he implemented the company’s online banking platform.  Before his tenure at World Savings, Doug’s career included senior marketing positions at several technology ventures, Diamond Foods, and The Clorox Company.  CMG Mortgage is also a sponsor of the Silicon Valley FPA.  Doug holds an MBA from Harvard University, and an Engineering degree from UC Davis.

Seating is limited.   To reserve your seat, please RSVP early to Cynthia Riley at CynJRiles@Aol.com  A $15 fee will be collected at the door.