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WEBINAR REPLAY | Five Surprising Ways Housing Wealth Strengthens the Bucket Planning Conversation

NOTES

  • Webinar Recording Access | Requires Valid Email at 3 min Mark
  • To Download PDF of Key Slide | Click HERE

THANK YOU TO C2P AND JASON SMITH

Thank you to  Jason L Smith, speaker, financial planner, bestselling author, coach, and entrepreneur. Jason is the president and CEO of Clarity 2 Prosperity and also founder and CEO of C2P Advisory Group, Prosperity Capital Advisors,  Valor Capital Management and The JL Smith Group.

You can hear Jason’s introduction in the first few minutes of the Webinar

 

WHY IS THIS WEBINAR IMPORTANT

With the current retirement income crisis facing baby boomers, advisors need every viable resource to help their clients and sustain their practice. Reverse mortgages have become one such resource.

Historically, the financial services community has either dismissed the reverse mortgage or relegated it to use as a last resort. However, much has changed with the program’s recent restructuring and advisors are discovering how Housing Wealth, when incorporated with the Bucket Planning approach, can especially help their clients increase cash flow, reduce risks, preserve assets, improve liquidity and add new investable dollars back into their savings through strategies that are appropriate, ethical and compliant.

In Today’s Webinar

  • How the reverse mortgage seamlessly integrates with and enhances the Now, Soon and Later Buckets
  • Why FINRA reversed their last resort position
  • How Housing Wealth increases tax efficiencies (particularly with tax-bracket management and Roth rollovers)
  • How to eliminate the most powerful risks to retirement income—longevity, inflation, market and sequence risk…
  • Identify new ways to keep assets working longer without sacrificing retirement lifestyle or enjoyment

Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®
Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

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