Advisor Courses Calendar
As the official provider of reverse mortgage education to the Financial Planning Association (FPA), Home Equity U is your hub to learn all the ways home wealth can be used to empower retirement.
Advanced Retirement Planning with Home Equity
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.
Long Term Care Planning with Home Equity
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.
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.
Advanced Retirement Planning with Home Equity
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.
Advanced Retirement Planning with Home Equity
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.