Hello Wholesale Partners,
We'd like to inform you that the live class "What Advisors Should Know When A Retiree Relocates" offered by Phil Walker has been cancelled. This class is being replaced with a new class called "Home Equity in Retirement Planning" on September 19th @ 2PM Eastern Time. This class is eligible for 1 CFP.
Description:
The combination of rising inflation and underperforming investment markets, has many financial advisors considering housing wealth to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing housing wealth with a reverse mortgage may:
Join our live webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth.