Webinar Registration

Home Equity & Retirement Solutions Symposium

Tuesday, October 11, 2022 | 12:00 PM — 1:30 PM EDT

Your clients currently in or nearing retirement are likely feeling the sting of market volatility, rising inflation, and supply chain shortages on their portfolios. And while you do what you can to help safeguard their assets, there comes a point when your aging clients need to look beyond traditional financing tools to improve their probabilities of success. 

For your 55+ clients, that is most likely their second “portfolio” hidden in plain sight: their home equity.

Join us for a virtual Home Equity & Retirement Solutions Symposium with four of today’s foremost financial retirement experts to learn how, when used strategically, reverse mortgages can provide liquidity, mitigate sequence risk, and expand financial solvency while creating a larger legacy.

During the symposium, our renowned guest experts will discuss:
  • Managing Sequence of Return Risk with a Reverse Mortgage — Exploring how spending from investments and home equity can be more efficiently coordinated through the use of a reverse mortgage to better meet spending goals and preserve more assets to cover contingencies and legacy.
    • Presented by Wade Pfau, Ph.D., CFA, RICP, Professor of Retirement Income, The American College
  • Reverse Mortgages – A Versatile Tool for Mitigating Retirement Risks — Demonstrating how planners can utilize reverse mortgages to mitigate retirement risks for clients such as asset depletion, market volatility, inflation, and taxes. Despite these potential retirement planning opportunities, home equity often ends up being the “forgotten asset.”
    • Presented by Joseph Jordan, Founder of the Insured Retirement Institute & Behavioral Finance Expert
  • Financial Considerations for Caregivers and their Loved Ones — Learning how to plan for and cope with financial issues that may arise, reviewing Medicare & Medicaid coverage, gaining an understanding of Senior Care Services, and reviewing required financial and legal documents to provide care to loved ones.
    • Presented by, Marguerita Cheng, CFP®, CEO, Blue Ocean Global Wealth
  • Bridging the Gap – How to Have “The Talk” with Clients About Reverse Mortgages — Tackling how to bridge the educational gap many advisors face when broaching the topic of home equity with their 55+ clients. And discussing how to help your clients understand the real value of their home equity from a holistic planning approach.
    • Presented by Christian Mills, Financial Planner Channel Leader, Reverse Mortgage Funding LLC
Please note: 1.5 CE credits will be provided for eligible attendees with CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

By clicking "SAVE MY SEAT", you are providing your signature and express "written" consent to be contacted by or behalf of Reverse Mortgage Funding LLC, its affiliates and/or its agents (collectively Company) at the telephone, email or mailing address that you have provided for purposes of fulfilling this inquiry about reverse mortgages and/or the Company's products or services, even if you have previously registered on a "do not call" government registry or requested Company to not send marketing information to you by email and/or direct mail. You agree that the Company may use automatic telephone dialing systems and prerecorded voice messaging in connection with calls or texts made to the telephone number you provide even if the telephone number is assigned to a cellular or mobile telephone service or other service for which the called party is charged. You understand that you are not required to consent to receiving autodialed calls or texts as a condition of any reverse mortgage and/or purchasing any Company products or services. If you do not wish to authorize Company to contact you in this manner, you can call 844-804-3863 to complete your request. You understand that you can revoke this consent at any time.

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