Upcoming September & October Sponsored Webinar & CE Opportunities from Us to You.
Mathius (Marc) Gertz, MBA, AFC?, CAPS, CDLP, CREV
Broker/Principal-Reverse Mortgages ? Trusted advisor working collaboratively with legal, financial, banking & health care allies. We design ways to help your clients retire in comfort in their own homes
Your clients 50 and older are probably feeling the impact of inflation, higher rates, and volatile portfolios. They are either planning for retirement or coping with being retired on a reduced fixed income. As an expert in your field, you do your best to help protect and/or strategically manage clients’ assets, estates and paperwork. However, there could still be a missing piece to incorporate and create more cash flow now: home equity.
Join me to learn about strategically accessing home equity for your older clients. It is my pleasure to be co-sponsoring a series of online seminars
Funding Long-Term Care with Home Equity 1CE* One Hour
Presented by: Phil Walker , VP of Retirement Strategies at American Senior Lending
September 12th - 2 pm EST / 11 am PST. One Hour?
Do you know how a reverse mortgage can help clients age in place and prevent portfolio liquidation? Learn how home equity can help offset the financial burden of long-term care in retirement.
Webinar is free, earn 1 CFP CE credit with an $8 processing fee.?
What Advisors Should Know When Retirees Want to Relocate 1CE*
Presented by: Phil Walker, VP of Retirement Strategies at American Senior Lending
September 19th - 2 pm EST / 11 am PST.? One Hour
When a retiree relocates their personal residence, there is a unique window of opportunity to make needed adjustments to their retirement plan in the course of that same transaction. Discover how to strategically leverage home equity as part of a comprehensive retirement plan.
Webinar is free, earn 1 CFP CE credit with an $8 processing fee.?
Home Equity Solutions for Divorced & Widowed Women 1 CE*
September 25th - 2 pm EST / 11 am PST.?One Hour
Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges. Home equity can serve as an alternative source of cash, assist with long-term care risks, or eliminate a monthly mortgage payment*. The reverse-for-purchase loan can even help a client purchase a new home with no required monthly mortgage payment*. ? Register below to learn:
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Webinar is free, earn 1 CFP CE credit with an $8 processing fee.
Preparing for the Rebound - A New Discovery in Risk Reduction 1CE*
Presented by: Phil Walker, VP of Retirement Strategies at American Senior Lending
October 3rd - 2 pm EST / 11 am PST. One Hour
A recent study published in the Journal of Financial Planning has laid out a simple withdrawal strategy which dramatically increases portfolio growth in a retirement plan while reducing risk 700%.
Webinar is free, earn 1 CFP CE credit with an $8 processing fee.?
Save your seat for this webinar on October 3rd @ 2pm ET?Register Here
Dr. Wade Pfau Talks Home Equity 1CE*
Presented by: Dr. Wade Pfau
October 16th - 2 pm EST / 11 am PST. One Hour?
With highly appreciated home values and retirement lasting longer than ever, many financial advisors see the value in including home wealth as part of a comprehensive retirement plan. Join professor, retirement researcher, author, and guest speaker Dr. Wade Pfau as he shares strategies for using home equity, often one of a client’s largest assets, to improve retirement outcomes. Discover how home equity can be strategically used to:
Webinar is free, earn 1 CFP CE credit with an $8 processing fee.?
Save your seat for this webinar on October 16th @ 2pm ET?Register Here
More about Phil Walker:?
Phil Walker is the lead author of the whitepaper study, “To Reduce the Risk of Retirement Portfolio Exhaustion: Include Home Equity as a Non-Correlated Asset in the Portfolio” along with co-authors Barry Sacks J.D., Ph.D., and Stephen Sacks, Ph.D. for the The Journal of Financial Planning. He is also the author of "The Boomer Effect" white paper and article published FA Magazine June 2015. His latest article “Reverse Mortgages Reduce Risk for Retirees While Increasing Wealth” can be found online with Vetta Fi Advisor Perspectives. Phil is a registered researcher with ResearchGate.
More about Wade D. Pfau:?
Wade D. Pfau, PhD, CFA, RICP? is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional? (RICP?) designation program..