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Home Equity In Retirement Planning

March 29


The combination of appreciating home values, rising inflation, and the need to account for longer retirements has many financial advisors leveraging home equity to improve financial outcomes. With homes often serving as one of a client’s largest assets, strategically accessing housing wealth may:

  • Eliminate monthly mortgage payments
  • Improve cash flow and liquidity
  • Fund long-term care
  • Bridge gaps to maximize Social Security benefits

Join our live webinar to discover how adding home equity to a retirement plan can be a powerful strategy in helping clients build brighter futures.

Speakers: Steve Resch, VP of Retirement Strategies Division at FAR & Dr. Craig Lemoine, Dir. of Academy for Home Equity in Financial Planning


March 29