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Dana Anspach Talks Home Equity
June 25 @ 2:00 pm - 5:00 pm
Join Stephen Resch and guest Dana Anspach as they discuss the often-overlooked use of home equity in retirement planning. With seniors today controlling over $14 trillion in equity and needing to plan for a 20-year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.
Join us as we discuss:
- Different options for using home equity and when it makes sense to consider them
- How home equity can address planning shortfalls such as inadequate long-term care protection or excessive asset distribution rates
- How home equity can bring cash flow and income tax efficiencies to a retirement plan
- Other opportunities, like legacy and generational wealth transfer objectives
Save your seat for this webinar on June 25th at 2pm ET to learn how home equity can be a key strategic resource when creating effective retirement plans for clients at every level of net worth.