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Topic
Advanced Retirement Planning with Home Equity
Date & Time
Selected Sessions:
Dec 12, 2024 02:00 PM
Description
Retirement planning has traditionally excluded home equity; however, with seniors controlling over $14 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 for financial advisors, you will 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.
This class is eligible for one Certified Financial Planner CE Credit. Webinar is free, earn CE credits with a $8 processing fee.
For business and professional use only. Not for consumer distribution.
Finance of America is a division of Finance of America Reverse LLC which is licensed nationwide | Equal Housing Opportunity | NMLS ID # 2285 (www.nmlsconsumeraccess.org) | 8023 East 63rd Place, Suite 700 | Tulsa, OK 74133 |AZ Mortgage Banker License #0921300 | Licensed by the Department of Business Financial Protection and Innovation under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #23647 | Kansas Licensed Mortgage Company | Massachusetts Lender/Broker License MC2285: Finance of America Reverse LLC | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department where Finance of America Reverse is known as FAReverse LLC in lieu of true name Finance of America Reverse LLC | Rhode Island Licensed Lender | Not all products and options are available in all states | Terms subject to change without notice | For licensing information go to: www.nmlsconsumeraccess.org. The company does not do business as Finance of America in CA, NM, NY, and OK.