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Housing Wealth in the Financial Planning Process - Review of Case Studies and the Latest Research on Retirement Enhancement Strategies

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Explore the foundation of including housing wealth with a reverse mortgage in the financial planning process. We will review actual case studies where legacy and income planning objectives were achieved, and also share research on a risk management strategy that can help reduce exposure to market volatility and cash flow survival risk. We will dispel misconceptions about reverse mortgages along the way and examine their costs in relation to the value of helping to safeguard and enhance the financial well-being of your clients.

  • Summarize reverse mortgage, including costs and options
  • Recognize scenarios that can bring risks to asset distribution plans and / or reduce the longevity of a retirement income plan
  • Determine how home equity with a reverse mortgage can be leveraged to offset those risks, while further strengthening a client’s financial position

Stephen J. Resch, CLTC

Vice President Retirement Strategies Division, Finance of America Reverse

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.

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Housing Wealth in the Financial Planning Process - Review of Case Studies and the Latest Research on Retirement Enhancement Strategies
Open to view video.
Open to view video.
Exam
5 Questions  |  1 attempt  |  4/5 points to pass
5 Questions  |  1 attempt  |  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