Free

Making a Case for Reverse Mortgages in Retirement Income Conversations

Event Information

Share this event

Date and Time

Location

Location

The Walnut Grill

911 Freeport Rd

Pittsburgh, PA 15238

View Map

Friends Who Are Going
Event description

Description

Making a Case for Reverse Mortgages in Retirement Income Conversations
{Luncheon Workshop or Webinar from Your Office}

(1 Hour Continuing Education Workshop or Webinar - A Life, PACE and CFP)

Despite home equity being the largest asset of many retirees, financial advisors have long dismissed home equity strategies like reverse mortgages as not applicable for their clients or merely a tool of last resort.

However, the tide has been changing as recent research incorporating reverse mortgages into retirement income planning has demonstrated that the strategic uses of reverse mortgages are more far-reaching than previously understood.

Reverse mortgages can be used effectively for Roth conversions, tax efficient withdrawals, increasing a client’s withdrawal rate, and improving the longevity of a retirement income portfolio.

Join recognized Reverse Mortgage Expert Don Graves, RICP®, Adjunct Professor at the American College as he brings 17 years of practical case studies and academic research that demonstrate how the prudent use of the housing asset can dramatically improve retirement outcomes.

TWO CHOICES

  1. Lunch Workshop: Thursday October 5th 11:30 - 1pm EST

  2. Educational Webinar: Thursday October 5th 1pm EST: Click Here to Register
    {Register even if you cannot attend and you will receive the replay}


In 60 Minutes Discover

  • How today’s Reverse Mortgage Can Increase Your Client’s Cash Flow and Preserve Assets from Premature Erosion

  • How the HECM Can Reduce the Most Common Risks to Retirement Income

  • The History and Basics of Reverse Mortgages

  • Why More Affluent Clients Have Turned to Reverse Mortgages

  • 5 Core Strategies Most Commonly Used

  • Seven Ways to Integrate Housing Wealth into Retirement Plan

  • How Advisors are Increasing Their Client Impact, Outreach and Income

  • Why Not Mentioning Housing Wealth with Your Clients Could Cost Your Influence and Your Client

  • How to protect yourself from DOL influenced litigation by taking an "Education Only" approach to Reverse Mortgages

  • 5 Take Home Tools That will Help You Reach Brand New Clients (70% of whom dont currently have any finanical advisor)


Click Here to see a Short Video Series By Today's Leading Finanicla Minds Regarding the Changing Role of Reverse Mortgages

Share with friends

Date and Time

Location

The Walnut Grill

911 Freeport Rd

Pittsburgh, PA 15238

View Map

Save This Event

Event Saved