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