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Holistic Retirement Planning Using Housing Wealth
This class is taught by Steve Resch, Wealth Advisor; VP of Retirement Strategies at Finance of America Reverse.

In this class we will initially look at the fundamentals of the reverse mortgage, including features, costs and misconceptions. We will then examine how the Reverse Mortgage can be a key component in a holistic retirement plan, providing income-tax free proceeds to fund Roth Conversions, manage Sequence of Returns and Long-Term Care risks, delay Social Security and retirement distributions, fund legacy strategies and much more.

Participants in the class will leave with a better understanding of how housing wealth can both safeguard and enhance a retirement plan.

The course is eligible for 1 CFP CE credits.

Aug 12, 2021 01:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Stephen Resch.