What Others are Saying

I had the opportunity to hear Don speak at an American College event and subsequently invited him to Baton Rouge with an Attorney partner of mine.  We thought it was important that my clients to be educated on the new Reverse Mortgage and its potential benefits for retirement outcomes.  His presentation was educational, professional and appropriate. He shared the history of the program, its original intent as well as the pro’s and con’s. Don was able to take a subject that has been widely misunderstood and present it in an effective manner that left us with both a more thorough understanding. His explanation of how reverse mortgages work integrate  the rest of a client’s financial vehicles (Investments, Insurances, Annuities etc.) was outstanding.  I would highly recommend inviting Don Graves

Anna Fogle Financial Advisor | MPA, CLU® RICP® LUTCF Client Education Workshop December 2, 2016