WELCOME TO HOME EQUITY U

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.

Dr. Wade Pfau Talks Home Equity

With highly appreciated home values and retirement lasting longer than ever, many financial advisors see the value in including home wealth as part of a comprehensive retirement plan. Join professor, retirement researcher, author, and guest speaker Dr. Wade Pfau as he shares strategies for using home equity, often one of a client’s largest assets, to improve retirement outcomes. Discover how home equity can be strategically used to:
  • Pay taxes on Roth conversions
  • Supplement asset distribution strategies
  • Manage long-term care risks
  • Safeguard retirements against market volatility
Webinar is free.

Home Equity Solutions for Divorced & Widowed Women

Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges. Home equity can serve as an alternative source of cash, assist with long-term care risks, or eliminate a monthly mortgage payment*. The reverse-for-purchase loan can even help a client purchase a new home with no required monthly mortgage payment*.   Register below to learn:
  • The basics of a reverse mortgage loan
  • How to buyout a spouse with a reverse mortgage and stay in the home
  • How to purchase a new home with the H4P - Reverse for Purchase loan
  • Review case studies of using a reverse mortgage as a financial solution
Webinar is free, earn 1 CFP CE credit with an $8 processing fee.