Home Equity Retirement Options: Using Home Equity in Financial Planning

oin us for an in-person workshop designed for financial advisors looking to better understand how home equity can be incorporated into retirement planning strategies.

This session will provide practical education on how home equity is used within financial planning, along with an overview of key concepts, common client scenarios, and how housing wealth can be evaluated alongside other retirement assets.

You’ll gain a clearer understanding of how to approach conversations with clients, identify potential opportunities, and incorporate these strategies into your overall planning approach.

Hosted by Retirement Mortgage Professional Kelly Luhmann and presented by National Reverse Mortgage Director Harlan Accola, this session is designed to deliver actionable insights you can apply in your business.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Movement Mortgage