Retirement Planning with Reverse Mortgages

04 Oct 2018
8:10 am-9:00 am

Retirement Planning with Reverse Mortgages

This 1 credit presentation goes over the basics of reverse mortgages and touches on real world applications.   Education is critical on reverse mortgages as many people are not aware of all the benefits and new guidelines coming out.   The advanced portion of this class gets you thinking and is very interactive; you will be on your seat when we explain the three milk bucket approach!  This topic is as relevant as any others when it comes to estate planning, preserving assets, and certainly helping older adults obtain financial independence and peace of mind.