Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the president and founder of the Housing Wealth Institute, an Author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.
Don’s specialty is his ability to summarize more than 20,000 advisor/client engagements over two decades into practical, easily to implement, back-of-the-napkin, common sense concepts. His strategies help assets mangers, insurance agents and hybrid advisors attract new clients, strengthen existing client relationships, and generate more revenue.
His book: Housing Wealth: 3 Ways the New Reverse Mortgage Is Changing Retirement Income Conversations reached the Amazon #1 spot for New Releases in the Financial Services category in its 3rd week online.
He helped create content on housing wealth and retirement for The American College’s RICP® program, which has more than 16,000 advisors enrolled, and his personal practice has generated more than 12,000 HECM consultations, leading to nearly 3,000 clients over the last 20 years.
As both an educator and a skilled practitioner, Don has a unique perspective that very few share, and as a Retirement Income Certified Professional (RICP®), Long Term Care Specialist CLTC® and Certified Senior Advisor, he understands the powerful principles and strategies regarding retirement income planning, its design, intent, risks and limitations. He is masterful in showing how and where housing wealth/reverse mortgages intersect with retirement income planning. He is a sought-after professional speaker, and his workshops are helping advisors across the country to grow their practices.