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.

Webinar is free, earn 1 CFP CE credit with an $8 processing fee.  

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.