Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. In this session learn how women can be more retirement secure and experience a better retirement outcome by using a reverse mortgage to monetize their home equity.

• Learn how women’s retirements are different than men’s.
• Learn the general understanding of how modern reverse mortgages work.
• Case study applications for boomer divorce - replacing current mortgage with a reverse mortgage; moving to more desirable location using a reverse mortgage; protecting the nest-egg; using a reverse mortgage as a shock absorber.

Competency Level: Intermediate

FPA Competency: Client Communication and Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0