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Adding Housing Wealth to a Retirement Income Plan

February 16

In this class for financial professionals, we will explain how a reverse mortgage works including eligibility, costs, misconceptions, and safeguards. We will then review case studies of using it to supplement asset distribution strategies, manage long term care risks, facilitate Roth Conversions, delay social security and other tax deferred distributions, fund legacy strategies and much more.

Instructor: Steve Resch, Vice President, Retirement Strategies Division


February 16