​This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement.

Day 3 will be a panelist discussion lead by Steve Resch who will be joined by Marguerita Cheng, Jamie Hopkins and Craig Lemoine.

Class will initially focus on a broader overview of the program including:

The course will initially focus on the technical aspects of a reverse mortgage, including

Provided in partnership with Finance of America Reverse, this 4-part case-study series focuses on home equity as an effective strategy in comprehensive financial planning.

In the third part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will use real-life scenarios to examine how a reverse mortgage can be used to purchase the right home for aging in place with no required monthly principal or interest payments while preserving invested assets at the same time.

In the first part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios, to explore how using a reverse mortgage as an income tax free alternative to selling low cost-basis assets, or to facilitate life insurance strategies and Roth Conversions, can help protect your client’s heirs from large income tax liabilities.

In the fourth part of this case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios to explore how using a reverse mortgage as an income tax-free source of revenue can help bridge the gap when delaying social security benefits, or distributions from deferred investment accounts.

In the second part of this case-study series focusing on home equity as an effective strategy in comprehensive financial planning.