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Adding Housing Wealth to a Retirement Plan
Retirement planning has traditionally excluded housing wealth, however, with rapidly appreciating home values, and the need to plan for longer lifespans, more advisors are taking a fresh look at reverse mortgages.

In this class for financial professionals, we will explain how a reverse mortgage works including eligibility, costs, misconceptions, and safeguards. We will then review case studies of using it to supplement asset distribution strategies, manage long term care risks, facilitate Roth Conversions, delay social security and other tax deferred distributions, fund legacy strategies and much more.

This class is eligible for 1 CFP CE credit.

May 26, 2022 01:00 PM in Central Time (US and Canada)

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