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Thomas Dickson

Tuesday, April 23, 2019 | 4:00 PM — 5:30 PM EDT

Hard Lessons from 30 Years of Real Estate Investing

Presented by:
Thomas Dickson

Planning Support for Financial Advisors

Join Tom Dickson as he shares the lessons he and his wife have learned from 30 years of buying and managing multi-family and commercial properties. The lessons include lease terms that made and cost them money, the pros and cons of partners (and what lawyers cannot help you with!), renting in today’s online world, their experience with renting an Airbnb unit, managing cash-flow and maintenance, and a financing strategy that was a game-changer for their family. 

Tom will show how he has used MoneyGuidePro® to model retirement income streams from investment properties, hypothetical liquidity strategies and the impact the properties may have on his probability of success.

You should attend if:
  • You advise clients on real estate investments 
  • You want to learn how to model real estate in MoneyGuidePro or any planning program 
  • You are considering real estate investments
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.

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Have YOU read the book that EVERY retirement researcher is talking about?

Get your FREE copy of Dr. Wade Pfau's New eBook now!


Dr. Pfau's detailed analysis of reverse mortgages emphasizes:

  • That all advisors need to take a fresh look!
  • Starting a credit line early! 
  • That the strategic use can improve retirement income efficiency + create a larger legacy!
  • That a reverse mortgage shouldn't be a last resort!

The second edition is now fully updated for the HUD rule changes that went into effect on October 2, 2017.

 

GET eBook NOW

 

Get your free copy of the 2019 Social Security Q&A Guide!

The guide includes all of the 2019 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years, and how these laws will affect the strategies your clients can use to maximize benefits in retirement.  

 

DOWNLOAD GUIDE NOW

Options for Moving in Retirement Using the HECM for Purchase

 

   

   By: John Salter, Ph.D., CFP®

   Principal & Wealth Manager at Evensky & Katz / Foldes Financial

   & Associate Professor at Texas Tech University

 

 

Many retirees will choose to move from the large home in which they raised their family into something smaller and more manageable to maintain.  These retirees will be faced with the financial decision of how to best finance their new home.  Traditional financing options exist which include paying cash for the home, or using a traditional mortgage.  One newer, and lesser known option, is the Home Equity Conversion Mortgage (HECM) for Purchase, where the HECM reverse mortgage can be used directly for the purchase of a new home. 

 

To access this white paper, you must be a registered REN user. Login or register now.

Welcome to Retirement Experts Network

Created specifically for financial advisors, this educational platform is brought to you by Reverse Mortgage Funding LLC (RMF). Our purpose is to help you learn more about important retirement issues, so you can add value to your services and maximize your effectiveness. Membership is free, and provides access to valuable resources including on-demand access to past webinar videos, articles from industry experts, and other educational materials — plus much more.

Become a member today, if you haven’t already!

 

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