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Financial Planning Solutions Utilizing Home Equity
May 2, 2019 @ 10:00 am - 12:00 pm
Home equity could be a strategic component of a comprehensive retirement plan.
The reverse mortgage may help complete the longevity planning puzzle.
This course for financial professionals will give you a basic understanding of a reverse mortgage including the features, available products, and eligibility
requirements. We will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan.
The course is presented by Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago, initially as a securities analyst for a Wall Street broker-dealer, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow, asset protection, and other concerns that many retirees face. In addition to utilizing the program within his practice, Steve has trained hundreds of bankers, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage, protect and enhance their clients’ wealth.
Approved for 2 CE Credits for Certified Financial Planners (CFPs)
LUNCH PROVIDED AFTER!
RSVP to:
Kory Boxberger
480.248.2916
kboxberger@financeofamerica.com