September 2019 Chapter Dinner Meeting
Tue, Sep 17
|Sam's of Gedney Way
Please join us for our first educational dinner meeting of the fall season!
Time & Location
Sep 17, 2019, 5:30 PM – 8:30 PM
Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA
About The Event
Enhancing Retirement with Home Equity (1 CFP CEU)
Hank Sanders, Strategic Business Specialist, AAG Financial Advisor Division
With over $7 trillion of retirees' wealth in home equity, advisors have a responsibility to understand how housing wealth fits into their clients' comprehensive plan in order to serve in the best interest of the client. This workshop will specifically address research and math that demonstrate how strategic uses of housing wealth can enhance retirement outcomes and provide risk mitigation for mass affluent families. Presentation includes a three-step case study that examines (1) initial real estate purchase, (2) 40+ years of life, and (3) six primary uses of housing wealth.
Learning Objectives:
(1) Understand the role of home equity in financial planning, including when and how it should be considered when advising clients.
(2) Understand the strategies, math and tax implications in using HECM with distribution planning.
Tickets
FPA GHV Season Pass Members*
*While there is no charge for FPA GHV local dues/season pass members, advance registration is required.
$0.00
Sale endedOther FPA Chapter Members*
*This registration option is for FPA GHV members who are not local dues/season pass members and members of other FPA Chapters. Pricing: $45.00 Advance/$55 at door (at door, cash or check only)
$45.00
Sale endedNon-Members*
*$55.00 Advance/$65.00 at door (at door, cash or check only)
$55.00
Sale ended