CE Webinar with a Chapter Partner

Overview:

We will examine costs and misconceptions about reverse mortgages, and then review multiple case studies of them to manage sequence of returns risk, Long Term Care risk, improve household cash flow, delay Social Security or asset distributions, provide tax-free income and much more. It is one thing to talk about concepts, but it is another to show specific details of the use cases.

Topic: Effective Financial Planning Strategies Using Housing Wealth

Speaker: Steve Resch, VP of Retirement Strategies at Finance of America Reverse, and also an Investment Advisor and partner in a wealth management firm.

Featured Partner: Mike Gallagher, Finance of America Reverse Mortgage

About the Speaker:

As Vice President of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan. He is also the designer of The Reverse Illustrator, our proprietary software program that graphically displays the features and flexibility of a reverse mortgage over a 30‐ year term.

Steve’s career in financial services spans over 30 years, first as a fixed income
analyst on Wall Street, and for the past 25 years as a partner in a wealth
management firm. His practice is focused on effective retirement income
strategies and will often include a reverse mortgage to manage cash flow, income tax, market performance and other considerations to help enhance an effective retirement income distribution plan.

Steve is a subject expert source, interviewed by numerous media outlets
including Nasdaq Trade Talks, Yahoo Finance, Barrons, among others, and is a frequent speaker at both national and regional professional conferences.

Cost: Free to FPA Members

Register Here.