Relatively Unknown Home Equity Strategies for Retirement Planning

In this informative session, our presenter, Hank Sanders, Strategic Business Specialist with AAG, will discuss the realities and math behind including home equity into retirement strategies. With the rapid increase in the number of retirees and the significant wealth they control in home equity (over $9T), professional advisors have a fiduciary responsibility to understand how housing wealth fits into the clients’ comprehensive plan in order to serve in the best interest of the client.

Case studies will be presented to illustrate the home equity conversion mortgage (reverse) in ways that most financial professionals haven’t seen, perhaps one of the more unique and flexible tools available to planners and their affluent clients, utilizing one of their more valuable assets, hiding right there in plain sight. Click here for speaker bio.

Learning Objective(s):

1. Understand why this potentially significant financial planning strategy may not be in your toolbox yet and when it should be considered during the planning process.

2. Understand the various ways the Home Equity Conversion Mortgage can add value to a comprehensive retirement income strategy.

3. Gain insight by examining three advanced planning cases using HECM.

Level of Complexity: Intermediate

Registration Fees:

FPA Chapter Members: N/C

Non-Members: $20

Advance Registration Required - Registration Deadline: Friday, October 15th.

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.

MANY THANKS TO OUR PROGRAM SPONSOR!

AAG | American Advisors Group

Alfie Schloss, Mortgage Loan Originator

Phone: 914-275-3361 / aschloss@aag.com