Class Overview for Financial & Investment Advisors
Join us for a complimentary continuing education (CE) course designed specifically for financial advisors, wealth managers, and trust professionals who want to stay at the forefront of retirement and estate planning strategies.
Lunch is provided, and there is no cost to attend.
This half-day session brings together two key areas of client planning—estate/elder law and home equity strategies—to provide a modernized, cross-disciplinary perspective on how to better protect client assets, increase liquidity, and enhance legacy outcomes.
You’ll learn:
- How to navigate Medicaid eligibility and asset protection without compromising financial plans
- Legal tools every advisor should understand: wills, trusts, powers of attorney, guardianships
- How reverse mortgages (specifically the FHA HECM) can be used to strengthen client cash flow, minimize tax impact, and extend portfolio longevity
- Case studies that show the intersection of estate planning, long-term care, and home equity in real-life scenarios
- Misconceptions and safeguards around HECMs—what’s changed, and why advisors are reconsidering them as a planning tool
Whether your clients are seeking ways to age in place, protect their estate, or increase retirement liquidity, this session will equip you with new strategies to guide them confidently.
📅 Date: Thursday, September 13, 2025🕛 Time: 12:00 PM – 4:00 PM📍 Location: 645 W. Carmel Drive, Carmel, IN 46032💰 Cost: Free (includes CE credit + lunch)
Seats are limited. Register today to reserve your spot and sharpen your edge in modern retirement and legacy planning.
