As the official provider of reverse mortgage education to the Financial Planning Association (FPA), Home Equity U is your hub to learn all the ways home wealth can be used to empower retirement.

Adding Housing Wealth to a Retirement Income Plan

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