Loading Courses

« All Courses

Advanced Retirement Planning with Home Equity

July 18 @ 2:00 pm - 3:00 pm

Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. In this webinar you’ll learn:

  • What a reverse mortgage is, including products, eligibility, misconceptions, and consumer safeguards.
  • How home equity can be used to supplement household cash flow, eliminate a monthly mortgage payment*, manage long-term risks, and pay taxes on Roth Conversions.
  • Client profiles where a reverse mortgage loan can safeguard a retirement while providing generational wealth transfer and other legacy opportunities.

This class is eligible for one CFP CE Credit. Webinar is free, earn CE credits with a $8 processing fee.


July 18
2:00 pm - 3:00 pm