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How to Use Reverse Mortgages to Secure Retirement

How To Use Reverse Mortgages To Secure Your Retirement

Free Webinar Course for Realtors, advisors and legal professionals!

 

In this course, you will learn:

  • An overview of retirement income planning, which sets the context for understanding the potential role of reverse mortgages;

  • The basics for how reverse mortgages work and potential uses;

  • Ways to coordinate the line of credit use with distributions from the investment portfolio

  • How a LESA (Life Expectancy Set-Aside) draw can help retirees meet higher property tax and insurance obligations

  • How to think about the reverse mortgage line of credit as a form of insurance to protect against market losses or declines in the home value.

Meet the Speaker: Wade Pfau

Your presenter for this live professional development webinar is Wade Pfau, Ph.D., CFA is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.

 

Register For Free Today!

Location: Online Webinar

Don’t miss out on this opportunity. Register now for our free webinar today.

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Your Reverse Mortgage Specialist serving Marin County, San Rafael, Novato, Larkspur, Corte Madera, Mill Valley, Sausalito, San Anselmo, Fairfax, Belvedere, Palo Alto, San Mateo, Redwood City, Mountain View, San Francisco, the Bay Area, and the surrounding Northern California area.

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