About this Event
A Reverse Mortgage is a powerful tool for your senior-aged clients that allows them to turn their home equity into liquidity, without a repayment or tax burden. This means home equity can be accessed and utilized as an additional source for helping your clients fund their retirement (rather than just seeing home equity as "legacy" wealth to be passed on to the next generation). I hope you can join me for this informative seminar.
Topics we will cover...
- What is a reverse mortgage and how does it work
- When is a reverse mortgage a good idea, and when is it NOT a good idea
- Why is it important to consider home equity in retirement planning and how it can stretch the longevity of other retirement sources you are managing
- How a reverse mortgage can be a hedge against unknown (or unfunded) future expenses (such as home care and long term care, home repairs and renovations, etc)
- How a reverse mortgage can be used in purchasing a home, and why that might help your clients make a move that they currently don't think they can afford
If you have your CFP designation, you can recieve 1 CE credit for this class. Unfortunately I cannot "give something of value for free" so my company requires me to charge $10 for the CE credit. If it is any consolation, you are just helping cover the cost of lunch for everybody! LUNCH is PROVIDED!
Event Venue & Nearby Stays
Fidelity National Title of Fort Collins, 3500 John F Kennedy Pkwy, Fort Collins, United States
USD 0.00 to USD 10.00
