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Accelerating Your Business S4E2: Non-Conventional Thinking During Inflationary Times



One of the most overlooked and underutilized strategies to combat inflation in retirement is home wealth. However, most advisors and clients shy away from conversations around mortgage planning.

Season 4 of Accelerating Your Business focuses on House Wealth: What Your Mortgage Can Do For You. This episode focuses on the HECM - the "swiss army knife" of retirement income planning. Instead of using a reverse mortgage towards the end of one’s retirement when assets might be dwindling, strategic use of a reverse mortgage closer to the front end of one’s retirement could be even more beneficial.


Accepted for one (1) hour of continuing education by CFP Board.


Thursday, August 18, 2022
1:00 PM - 2:00 PM Eastern Time

Location
Zoom Virtual Meeting Platform
   
 



Speaker Profiles

 


Christopher R. Bruser, CRMP
Certified Reverse Mortgage Professional
 Mutual of Omaha Mortgage, NMLS #1025894

Chris Bruser (NMLS 506602) is a Certified Reverse Mortgage Professional (CRMP) and HECM for Purchase Specialist with Retirement Funding Solutions in Tampa, Florida.

Chris is passionately committed to spreading the word about the federally insured (HUD), Home Equity Conversion Mortgage (HECM) and the advantages it provides to countless older adults. He believes and shows families how this financial tool may help their retirement nest egg survive longer. He is also a CE (Continuing Education) instructor to Certified Financial Planners CFP®, CLU, ChFC, RICP, CRPC and CPA’s on “Incorporating Housing Wealth in the Retirement Distribution Phase”.
Event ID  458