Home Equity in Retirement Planning
June 15 @ 2:00 pm - 3:00 pm
The combination of rising inflation and underperforming investment markets, has many financial advisors considering housing wealth to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing housing wealth with a reverse mortgage may:
- Manage long-term care risks
- Bridge gaps to maximize social security
- Eliminate a mortgage payment
- Fund legacy strategies and more
Join our live webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth. Speaker: Steve Resch, VP of Retirement Strategies Division at FAR. This class is eligible for 1 CFP CE credit.