Advanced Retirement Planning with Home Equity

December 5, 2024, 12:30 - 1:30 PM EST

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Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 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 session we will discuss:

  • 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 even 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.

Starting In

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Panelists

Steve Resch

Vice President, Retirement Strategies, Finance of America

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. CFP® CE eligible. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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