WELCOME TO HOME EQUITY U

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.

courses

Funding Long Term Care and Preserving Income with Home Equity

Learn how reverse mortgages can be strategically leveraged to offset the financial burden of large expenses associated with long-term care. Instructor: Phil Walker, Vice President, Strategic Partnerships, Retirement Strategies Division

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

Preparing for the Rebound, CFP CE

Earn 2 CE credits with this CPA-focused course on how to strategically leverage a client’s home equity to preserve and grow their retirement assets. Instructor: Phil Walker, Vice President, Strategic Partnerships, Retirement Strategies Division

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What Advisors Should Know When Retirees Want to Relocate or Downsize Their Home

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