An advisor's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universities. Wondering how to take reverse mortgage concepts you've heard about and turn that knowledge into compliant strategies for your clients?
Date: Tuesday, September 19, 2017
Time: 4-5 PM ET
Join our panel of experts for this actionable session and you will learn:
- How home equity fits into retirement planning in a fiduciary environment
- Why the reverse mortgage prejudices of the past are not applicable to today's products
- How the reverse mortgage program works and who is (or isn't) a good candidate
- Specific strategies to improve retirement cash flow, eliminate current mortgage payments, protect invested portfolios, reduce income taxes, fund home care, and more
Register now for this free and invaluable webcast. Attendees may submit questions before and during the event.
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
Please contact us at firstname.lastname@example.org if you have any questions.