One of the most overlooked and underutilized strategies to combat inflation in retirement is home wealth. However, most advisors and clinets shy away from conversations around mortgage planning.
Season of Acceletrating Your Business focuses on House Wealth: What Your Mortgage Can Do For You. In this episode we'll review the risk that inflation poses for retirees and discuss how advisors can employ both conventional and non-conventional strategies to mitigate risk for their clinets. Learn how to have this important planing conversation with your clients.
Application for continuing education is being filed with CFP Board.