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What Advisors Should Know When A Retiree Relocates

September 17, 2022


Help retired clients pave a path toward a successful future with this presentation on how to “rightsize” a home to fit long-term goals. In this 1 hour webinar you will learn:

  • How a move can be an opportunity to improve retirement plan outcomes
  • The Downsize and Rightsize Strategy to improve portfolio longevity
  • How a reverse mortgage can help clients age in place and prevent portfolio liquidation
  • How to relocate while protecting assets

Instructor: Phil Walker, Vice President, Strategic Partnerships, Retirement Strategies Division


September 17, 2022