Long Term Care Planning with Home Equity - April 2026

Long-term care is one of the most misunderstood and underplanned risks in retirement. It is often viewed as a single insurance decision, even though real-world care rarely follows a single path.

Join me for this educational webinar, where you will learn how home equity products, such as reverse mortgages, can be considered alongside traditional insurance options to help manage care-related cash-flow needs and support aging-in-place objectives.

Participants will gain a practical understanding of reverse mortgage fundamentals, including eligibility, costs, and safeguards. Through case studies, participants will learn how home equity can provide contingent liquidity if long-term care is needed, potentially reduce pressure on investment portfolios, and support overall retirement flexibility and risk management, subject to borrower eligibility and loan requirements.

^{This webinar is for Financial Professionals only; not intended for consumers. This class is eligible for one CFP CE Credit. The webinar is free, courtesy of the FPA.}