Advanced Retirement Planning with Home Equity, CFP CE

Retirement planning has traditionally excluded home equity; however, with seniors controlling over $14 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 for financial advisors, you will 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 Certified Financial Planner CE Credit.

Webinar is free, earn CE credits with a $8 processing fee.

Duration: 1 hour

Trainer: Stephen Resch, FOA – VP of Retirement Strategies

To register for the class please click here.

Remember the class will be held at 2 pm, EST (11 am, PST)

HOW to Join the Webinar

1. REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
2. JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
   1. AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
   2. TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
3. ACCESS CODE: Then put in the access code followed by #.
4. AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!