Unlocking Home Equity in Retirement Planning

November 13, 2025, 12:30 - 1:30 PM EST


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For many retirees, home equity is their largest untapped asset—yet it’s often overlooked in traditional planning. With seniors holding more than $14 trillion in housing wealth and facing longer lifespans, strategically using this resource can strengthen retirement security.

This session will explore:

  • What reverse mortgages are, including product types, eligibility, safeguards, and common misconceptions.

  • Ways home equity can enhance retirement by supplementing cash flow, eliminating mortgage payments, funding long-term needs, and more.

  • Client scenarios where reverse mortgages can support retirement goals, preserve financial flexibility, and create legacy opportunities.

 

Starting In

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Speaker

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. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

Approved for CFP® Continuing Education. (PENDING)

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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