Speaker Request
Book Todd for Your Next Event
Looking for a speaker who can give your members a competitive edge? Professionals who understand reverse mortgages tap into a growing market of senior homeowners seeking trusted guidance.
Let’s talk. Call me now at (484) 263-2644, email me at Todd@HECMCoach.com, submit an inquiry at the bottom of the page, or schedule a meeting.
Why Book Todd as Your Speaker?
Expert HECM Counselor with Real-World Experience
As a HECM-certified and HUD-certified housing counselor, Todd guides thousands of clients through the reverse mortgage process as an unbiased and trusted third-party. He understands the mandatory counseling requirements, loan terms, and how these products impact home equity. Your audience will learn from someone who works with seniors every day, not just theory.
Proven Track Record in Professional Training
Todd has facilitated thousands of workshops, webinars, and presentations for industry associations, community organizations, and businesses nationwide. He knows how to engage audiences and deliver actionable takeaways that professionals can use immediately with their clients.
Master at Busting Reverse Mortgage Myths
Many professionals avoid recommending reverse mortgages because of misconceptions. Todd specializes in separating fact from fiction, giving your members the confidence to discuss these products accurately with senior homeowners.
Entrepreneur Who Understands Your Members’ Needs
With experience in business appraisal, strategic leadership, real estate sales and investing, and marketing, Todd understands what real estate professionals and those serving senior homeowners need to grow their practices. His presentations focus on practical strategies, not just product information.
Published Author and Financial Educator
Todd has written multiple books on reverse mortgages and personal finance and hundreds of articles that make complex topics simple. His approachable teaching style connects with audiences at all knowledge levels.
Recognized Media Expert
National media outlets and financial publications regularly quote Todd for his expertise on consumer financial health, credit, and reverse mortgages. Your members will learn from a recognized thought leader in the field.
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Sample Presentation Topics
Untapped Equity: How to Build Your Business by Serving the 65+ Market
Discover why senior homeowners represent one of the fastest-growing client segments and how understanding reverse mortgages positions you as their trusted advisor. Learn practical conversation starters and referral strategies that lead to new business opportunities.
The Referral Gold Mine: Why Reverse Mortgage Knowledge Sets You Apart
Most professionals avoid reverse mortgage conversations, leaving a massive gap in client service. Learn how filling this gap establishes you as the go-to expert for senior homeowners and generates valuable referral relationships with other professionals.
From Awkward to Confident: Mastering Reverse Mortgage Conversations with Senior Clients
Stop avoiding the topic your senior clients need to discuss. This presentation equips you with the knowledge, language, and confidence to introduce reverse mortgages naturally in client conversations, positioning you as a comprehensive resource.
Beyond the Myths: How Reverse Mortgage Expertise Opens Doors to Senior Homeowner Clients
Your competitors are spreading misinformation about reverse mortgages. Learn the facts that help you correct misconceptions, build trust with senior homeowners, and capture market share others are losing through ignorance
The Silver Tsunami is Here: Positioning Your Practice for the Aging Homeowner Market
With 10,000 Americans turning 65 every day, the senior homeowner market is exploding. Discover how reverse mortgage knowledge helps you tap into this demographic shift and build lasting client relationships across generations.
When to Bring It Up: Recognizing Client Situations Where Reverse Mortgages Make Sense
Learn to identify the warning signs and opportunities that signal when a senior homeowner client might benefit from exploring a reverse mortgage. Walk away with a practical framework for knowing when and how to start the conversation.
Building Your Senior Homeowner Niche: The Competitive Advantage of Reverse Mortgage Expertise
Specialization drives business growth. Discover how adding reverse mortgage knowledge to your expertise creates a defensible niche, attracts high-value senior clients, and generates referrals from professionals who don’t understand this market.
Professional Credentials
- Accredited Financial Counselor (AFC), Association for Financial Counseling & Planning Education
- HECM-Certified Reverse Mortgage Counselor
- HUD-Certified Housing Counselor
- Master in International Management
- Trilingual (English, Spanish, French)
Hear From Our Valued Clients
Discover authentic feedback from those who have benefited from Todd’s expert financial guidance and engaging presentations.
Todd is very knowledgeable and is able to present financial management information in a way that inspires people to utilize the tools he shares. Thank you!
Frances V.
Public Housing Authority
Todd is prepared, professional and engaging!! Dynamic presentation!!
Dana O.
University Financial Aid