- This course has passed.
Can Home Equity Help Achieve Retirement Goals?
November 6 @ 2:00 pm - 3:00 pm
Join us on November 6th when Steve Resch will be joined by Craig Lemoine PhD and Director of the Personal Financial Planning at the University of Illinois at Urbana-Champaign.
Can home equity help achieve retirement goals? That is the question we will explore in this session, by introducing reverse mortgages as a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates.
Additionally, we will examine the house as an independent legacy asset, compared to leveraging its equity to boost overall legacy worth by strategies such as paying the taxes for Roth conversions.
Finally, we will look at client profiles that could benefit most from the inclusion of a reverse mortgage in their retirement plan, and how to present the concept to them.
Register below to learn:
- Develop a better understanding of reverse mortgages as a retirement planning tool, rather than a loan of last resort
- Learn of specific utilizations that have enhanced legacy values and safeguarded the retirement plan.
- Determine which of your clients could benefit from home equity in their retirement plans.
Webinar is free.