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.

Home Equity in Retirement Planning

The combination of rising inflation and underperforming investment markets, has many financial advisors considering housing wealth to help safeguard and improve retirement outcomes.  Often serving as a client’s largest asset, strategically accessing housing wealth with a reverse mortgage may:

  • Manage long-term care risks
  • Bridge gaps to maximize social security
  • Eliminate a mortgage payment
  • Fund legacy strategies and more
Join our live webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth. Speaker: Steve Resch, VP of Retirement Strategies Division at FAR. This class is eligible for 1 CFP CE credit.