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Advanced Retirement Planning with Home Equity

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Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. 

In this webinar you’ll learn:

  • What a reverse mortgage is, including the products, eligibility, misconceptions, and consumer safeguards.
  • How home equity can be used to supplement household cash flow, eliminate a mortgage payment, manage long-term risks, pay taxes on Roth Conversions, and much more.
  • The client profiles where a reverse mortgage can not only safeguard a retirement, but also provide generational wealth transfer and other legacy opportunities. 

    Stephen J. Resch

    VP Retirement Strategies

    Finance of America Reverse LLC

    As Vice President of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

    Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His  practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

    Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.



    Advanced Retirement Planning with Home Equity
    Open to view video.
    Open to view video.
    5 Questions  |  2 attempts  |  4/5 points to pass
    5 Questions  |  2 attempts  |  4/5 points to pass
    Course Evaluation
    7 Questions
    Certificate of Completion
    1.0 CFP CE credit  |  Certificate available
    1.0 CFP CE credit  |  Certificate available