Can Home Equity Help Achieve Retirement Goals?
Includes a Live Web Event on 11/06/2024 at 12:00 PM (MST)
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In this session, you will learn how reverse mortgages can be a flexible and innovative financial tool that can enhance retirement income planning, reduce tax liabilities, and protect against various risks such as long-term care expenses, sequence of returns, and excessive asset distribution rates. Additionally, we will examine the home as an independent legacy asset that can be used to pay taxes for Roth Conversions or finance life insurance trusts. Finally, we will look at client profiles that could benefit most from the inclusion of a reverse mortgage in their retirement plan, and how to present the concept to them.
Stephen J. Resch, CLTC
Vice President Retirement Strategies Division
Finance of America
Steve Resch, CLTC, is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals. Steve is also an investment advisor, partner in a wealth management firm, and designer of ""The Reverse Illustrator,"" a proprietary program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source and frequent speaker at both national and regional professional conferences and has been interviewed by various media outlets including Yahoo Finance, Nasdaq Trade Talks, MarketWatch, Barron's and more.
Craig Lemoine, Ph.D, CFP
Director of Financial Planning Program and Clinical Associate Professor
Univeristy of Illinois
Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.
Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.