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Live a Better Life. Using Housing Wealth to Improve Financial Outcomes in Retirement



The COVID-19 pandemic has slammed into most parts of nearly everyone's life. It's revealed major gaps in many retirement plans. During this session we will discuss how home equity can be effectively used in a comprehensive retirement plan; how retirement planning dynamics have changed due to the COVID-19 pandemic; why affluent seniors are beginning to employ their home equity strategically; how HECM can be used as a bridge to delay Social Security benefits, or to help supplement long-term-care costs.

Join us for an informative and entertaining webinar where we shed new light how HECM reverse mortgage can be incorporated as part of an overall efficient retirement income plan

This session is complimentary for all financial planning professionals.

This session accepted for one (1) hour of continuing education by CFP Board.


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Tuesday, November 24, 2020
10:00 AM - 11:00 AM Eastern Time

Location

Zoom Virtual Event
   
 




Agenda

 


Life a Better Life.


The COVID-19 pandemic has slammed into most parts of nearly everyone's life. It's revealed major gaps in many retirement plans. During this session we will discuss how home equity can be effectively used in a comprehensive retirement plan; how retirement planning dynamics have changed due to the COVID-19 pandemic; why affluent seniors are beginning to employ their home equity strategically; how HECM can be used as a bridge to delay Social Security benefits, or to help supplement long-term-care costs.

LEARNING OBJECTIVES
1) Using a reverse mortgage line of credit to mitigate sequence risk. 2) How to improve income efficiency with a reverse mortgage. 3) Understand the mechanisms whereby reverse mortgages can coordinate with retirement spending from investments.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Life a Better Life. Kimberly L. Turner, PhD, CFP®, ChFC, CLU, CAP 1.00




Event ID  402