Dana Anspach Talks Home Equity
Includes a Live Web Event on 06/25/2025 at 12:00 PM (MDT)
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With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes. Join us as we discuss:
- What are the different options for using home equity, and when does it make sense to consider them.
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive distribution rates?
- Can home equity bring cash flow and income tax efficiencies to a retirement plan?
- Other generational and wealth transfer opportunities.
By the end of the presentation, participants should be able to:
- have a broad based understanding of a reverse mortgage and how it works.
- determine if home equity can solve for planning shortfalls, adding safety and security to a retirement.
- identify which client profile could benefit the most from including home equity in their retirement plan.
Dana Anspach, CFP®, RMA®
Founder and CEO
Sensible Money, LLC
Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money, LLC, a firm specializing in retirement income planning for a national clientele. For three years, Sensible Money ranked on the Inc. 5000 list of fastest-growing privately owned companies in the U.S. and has made Investment News Best Places to Work for two years in a row.
She is the author of How to Plan for the Perfect Retirement, a lecture series on The Great Courses, and Control Your Retirement Destiny, available on Amazon.
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