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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.



June 15
2:00 pm - 3:00 pm