Mortgage Strategies for Your Clients' Financial Plans
How to integrate mortgage planning into comprehensive wealth strategies. A collaborative session for financial professionals.
Date
Friday, April 10, 2026
Time
11:30 AM - 1:00 PM MST
Location
The Capital Grille
Phoenix, AZ
Why This Matters for Your Practice
Your clients trust you with their financial futures. Mortgage decisions are often the largest financial transactions they'll make. Here's how to help them make smarter choices—and how we can work together.
Serve Your Clients Better
Understand mortgage options so you can guide clients holistically
Protect Their Wealth
Know when refinancing makes sense and when it doesn't
Expand Your Value
Become the advisor who thinks about everything, not just investments
Build Referral Relationships
We'll refer clients who need financial planning to you
What We'll Discuss
A comprehensive look at mortgage strategies relevant to financial planning.
Mortgage Strategies for Wealth Building
Wealth building vs. debt elimination strategies
Tax Implications
Mortgage interest and home equity tax considerations
Investment Property Financing
Options for clients seeking portfolio diversification
Reverse Mortgages
As a retirement planning tool for senior clients
Asset Depletion Loans
Financing solutions for high-net-worth clients
Coordinating Financial Plans
How to integrate with your clients' existing strategies
Building Referral Relationships
Creating mutually beneficial partnerships
Sarah Williams
Senior Mortgage Advisor | CMS Mortgage
I work with several financial advisors in the area, and I've found that when we coordinate, our mutual clients get better outcomes. This session is about exploring how we might do the same.
Reserve Your Spot
Space is limited. Register now to secure your seat.
Where to Find Us
The Capital Grille
2502 E Camelback Rd
Phoenix, AZ 85016
About CMS Mortgage
CMS Mortgage has been helping families achieve homeownership since 2005. With 50+ lender partners and 41 loan programs, we find solutions others can't.
20+ Years
Since 2005
50+
Lender Partners
21 Days
Avg Close Time
Top 50
National Brokerage