Advanced Retirement Planning with Home Equity - November 2025
November 20 @ 2:00 pm - 5:00 pm
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 webinar you’ll 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.
Webinar is free.