{Video} Thought Leaders Speak About The American College Housing Wealth Symposium

A New Day Is Dawning

A few weeks ago, a momentous event occurred in our nation’s capital. For the first time in its 30 years history, the Home Equity Conversion Mortgage (i.e. Reverse Mortgage) took center stage among policy leaders and academicians. A distinguished group of researchers and panelists spent the morning presenting their research and conclusions.

Interested in seeing who attended/presented? Click the following link: Housing Wealth Takes Center Stage in Washington, D.C. – What Has Changed with Reverse Mortgages that Made This Happen?

This week the American College released a few videos highlighting some of the content from the symposium.

  • {Curtis Cloke} Why Broker Dealers and Compliance Departments Must Allow Housing Wealth Discussions (1:53)
  • {Five Thought Leaders} Retirement Income Planning and the Changing Landscape (5:22)
  • Full Conference Highlights (1 hour 14 min)



See chapter 18 of my recently released book for 9 Things Compliance Needs to Know About Reverse Mortgages.



“Consider housing wealth” is no longer good and prudent advice. It is a research-based, mainstream concept that must be adopted by advisors to ensure the optimization of their clients’ retirement income plans.

In my recently released book, Housing Wealth: 3 Ways the New Reverse Mortgage Is Changing Retirement Income Conversations, I take advisors step by step through the housing wealth planning process and answer the most common questions (and concerns) I have come across in my 20-year career.

  • How do I navigate compliance/broker-dealer obstacles?
  • What language can I use with my clients to help them understand how a reverse mortgage could be helpful?
  • Are reverse mortgages expensive?
  • How can both the advisor and client benefit?
  • How do I know if my client is a good candidate?

Take a look at the Housing Wealth Chapter Guide to see all that I cover, and download the first chapter for free.

It’s also available on Amazon in paperback or Kindle version.

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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