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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 clinets shy away from conversations around mortgage planning.

Season 4 of Acceletrating 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.

Application for continuing education is being filed with CFP Board.

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


Zoom Virtual Meeting Platform

Event ID  458