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. 

Disclaimer:

The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

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.