FULL LENGTH WEBINARS
Consumer Masterclass: Using Your Home to Dramatically Improve Retirement Outcomes, Without Losing Ownership or Giving Away your Children’s Inheritance
Friday, April 4th at 1:00 PM EST –Register Here
Friday, April 11th at 1:00 PM EST –Register Here
Description:
This exclusive masterclass is designed specifically for the clients of financial advisors who are seeking smarter, safer, and more strategic ways to strengthen their retirement. Taught by Don Graves, RICP®, CLTC®, CSA, IRMAACP™—President of the Housing Wealth Institute and Retirement Income Instructor at The American College—this session offers clear, actionable insights into how retirees can leverage one of their largest assets: their home.
In less than an hour, Don walks attendees through the key ways today’s reverse mortgage can: Increase monthly cash flow, Reduce market and income risks, Preserve existing savings and investments, Improve access to tax-efficient liquidity, Add new dollars back into a retirement plan
This is our signature overview of the modern reverse mortgage, helping clients understand its history, purpose, and growing role in comprehensive retirement income planning.
The Reverse for Purchase – Six Ways of Unlocking New Retirement Savings for Your Clients
Friday, April 11th at 2:00 PM EST –Register Here
Description:
Did you know you can use a reverse mortgage to buy a home—and add significant dollars back into your client’s retirement savings?
In this eye-opening webinar, you’ll discover six little-known ways to use the Reverse for Purchase (HECM for Purchase) strategy to help clients right-size their lifestyle, improve cash flow, and unlock investable assets—all without taking on a monthly mortgage payment.
We’ll walk through a powerful real-life case study where a couple—guided by their advisor—used this strategy to: Purchase a more suitable home, Eliminate their monthly mortgage obligation, and add $250,000 back into their retirement plan. This planning tool has been spotlighted by The Wall Street Journal, Forbes, Kiplinger, and Boston College’s Center for Retirement Research—and it’s quickly becoming one of the most innovative, advisor-friendly strategies in modern retirement planning.
Using Reverse Mortgages to Reduce Taxes in Retirement – 12 Strategies Advisors Must Know
Friday, April 18th at 2:00 PM EST –Register Here
Description:
Income taxes have nowhere to go but up. And with the majority of retirement assets held in tax-deferred accounts, that spells potential trouble for retirees—just when they need their money most. The good news? 87% of retirees own a home, and when leveraged properly, that housing wealth can be a powerful tool to reduce taxes and improve retirement outcomes.
Join Don Graves, RICP®, CLTC®, CSA, best-selling author, adjunct instructor, and America’s leading expert on housing wealth strategies, as he shares 12 practical ways today’s reverse mortgage can help mitigate tax risks in retirement planning.
In this eye-opening session, you’ll discover how a reverse mortgage can: Lower taxable income and reduce Modified Adjusted Gross Income, Serve as a non-correlated buffer asset to improve portfolio longevity, Help neutralize the “Tax Torpedo” and protect Social Security from taxation, Fund Roth conversions without cannibalizing existing retirement accounts, Unlock $250,000 to $500,000 in new, non-taxable investment savings
With inflation, rising taxes, and market volatility threatening many retirement plans, incorporating housing wealth is no longer a luxury—it’s a necessity for advisors serious about protecting their clients and sustaining their practice.
MICRO SESSIONS
Seven Ways Reverse Mortgages Benefit Social Security Planning
Wednesday, April 9th at 2:00 PM EST – Register Here
Description:
What if one strategic move could help your clients get more out of their Social Security benefits—while protecting other retirement assets?
In this focused micro session, you’ll discover seven impactful ways reverse mortgages can enhance Social Security planning by providing tax-efficient income and greater flexibility in the timing of benefit claims. Whether you’re an advisor looking to enhance your Social Security conversations or a retiree exploring your options, this short session delivers clarity, strategy, and surprising value in under 30 minutes.
Seven Ways to Fund a Long-Term Care Plan with Housing Wealth
Wednesday, April 16th at 2:00 PM EST – Register Here
Description:
Long-term care planning is often delayed—until it’s too late. But what if your clients could fund their care needs without draining their investments or retirement income?
In this fast-paced session, Don Graves, RICP®, CLTC®, CSA, will show you how to leverage home equity—through today’s modern reverse mortgage—to strengthen or even fully fund a long-term care plan.
With 70% of retirees expected to need long-term care, this session equips you with real solutions that offer both dignity and financial security—using a resource most already have: their home.
Micro Session: 10 Benefits of Eliminating a Monthly Mortgage Payment in Retirement
Tuesday, April 22nd at 1:00 PM EST –Register Here
Description:
What would your clients’ retirement look like without a monthly mortgage payment?
In this concise and impactful session, we reveal how eliminating just one expense—the mortgage—can unlock significant financial and lifestyle advantages for today’s retirees. Whether clients are still paying on a mortgage or entering retirement with limited income, this strategy could be the key to a stronger financial future.
IMPORTANT: Even if you can’t attend these sessions live, register anyway! My team sends out replays via email to all who register, regardless of attendance.
Why Advisors Are Rethinking Reverse Mortgages
In today’s uncertain economy—marked by rising taxes, market volatility, and inflation—retirement planning demands more than traditional strategies. That’s why more advisors are turning to housing wealth as a powerful, flexible resource.
Once considered a last resort, the modern reverse mortgage is now recognized as a legitimate planning tool—backed by academic research and real-world case studies—to help clients improve cash flow, reduce taxes, and protect retirement savings.
This month, Don Graves, RICP®, CLTC®, CSA, IRMAACP™ best-selling author and Adjunct Instructor at The American College, is offering a series of fast-paced educational sessions to equip advisors with the clarity, language, and confidence to incorporate home equity into comprehensive retirement income plans.
It’s not just about mortgages—it’s about giving your clients more options. And this training gives you more of them.
The April Education Calendar includes a powerful mix of three full-length webinars and three bite-sized micro sessions—designed to fit your schedule and meet your clients’ most pressing needs. Whether you’re looking to strengthen tax strategies, improve retirement outcomes, or simply stay ahead of the curve, there’s something here for you.
What to Do When You Have a Client or Case?
- Go to www.HousingWealthPro.com and request a Housing Wealth Illustration. Give Details in the “Notes” Section including the clients phone # if they would like a Housing Wealth Assessment. You can also
- Schedule a Time to Speak with Me: Click Here
The content of this blog is for financial advisors and professionals only and is not intended for consumer use. Names, cases, and scenarios are fictionalized for illustrative purposes. The opinions expressed here are those of the author alone and do not reflect the views of any affiliated entities or individuals. Don Graves, NMLS #142667.
