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The American College Welcomes Guest Speaker Don Graves – December 15, 2014

It is my honor to be invited to speak to the distinguished faculty and staff at the American College on the Changing Role of Reverse Mortgages in Retirement Income Planning.DonGravesCutOut

I am appreciative to Dr. Wade Pfau and Dr. David Littel for making this possible, and to the work that the College has already begun doing with regards to this important subject.  I commend them for their forethought in bringing the topic of Reverse Mortgages in Retirement Income Planning to their community.

Dr. Pfau has recently written about the subject himself.

THE HIDDEN VALUE OF A REVERSE MORTGAGE STANDBY LINE OF CREDIT  and  THE CASE FOR REVERSE MORTGAGES

I am delighted to continue the effort on partnering with progressive advisors and organizations to open up an important conversation that will shape retirement planning for years to come.


SEMINAR OUTLINE:

HECM Basics and 2015 Changes

The Planning Opportunity with Boomers and the Mass Affluent – i.e. Why Housing Wealth is Critically Important in Retirement Income Planning

Conversation Starters/Case Studies Highlighted

  • Mitigating Portfolio Risk with the HECM
  • The Power Planning Benefits of having the Standby HECM Line of Credit
  • Social Security Optimization and other HECM Tenure Payment Options
  • Retirement Relocation Strategies using the HECM for Purchase

 Wade Pfau and Don Graves

For More Information about other programs and Continuing Education Courses Please contact:
HECM Advisors Group
1-800-762-6315 or email Don@HECMAdvisorsGroup.com

 

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®

Categories: Advisors, Financial, Funding Longevity Task Force, HECM Basics

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