Description

This is a new course for 2026! In this course, you'll learn about what differences there are between assets as reserves and assets as income. You'll also learn about the various types of eligible assets that can be used in the loan process such as checking/savings, retirement accounts, trust funds, inherited assets, etc. You'll learn real examples and case studies as well as some realtor talking points and scripts. This class will be taught by Stephen O'Connor of M&T Bank.

Cancellation Policy: if you need to cancel your registration for a class, please do so at least 24 hours prior to the start of class to avoid a $25 No-Show fee.