- This course has passed.
Dr. Wade Pfau Talks Home Equity
October 16 @ 2:00 pm - 3:00 pm
With highly appreciated home values and retirement lasting longer than ever, many financial advisors see the value in including home wealth as part of a comprehensive retirement plan. Join professor, retirement researcher, author, and guest speaker Dr. Wade Pfau as he shares strategies for using home equity, often one of a client’s largest assets, to improve retirement outcomes.
Discover how home equity can be strategically used to:
- Pay taxes on Roth conversions
- Supplement asset distribution strategies
- Manage long-term care risks
- Safeguard retirements against market volatility
Webinar is free.