Home Equity in Retirement Planning - Financial Planners and Advisors

Topic: Home Equity in Retirement Planning | Financial Planners and Advisors

Date & Time: December 13th at 2pm ET
 

The combination of rising inflation and underperforming investment markets, has many financial advisors considering home equity to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing equity 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

Scan the QR Code: 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.

This class is eligible for 1 CFP CE credit.