This month’s April Education Calendar includes a powerful blend of 3 full-length webinars and 3 bite-sized micro sessions—designed with your schedule and your clients’ needs in mind. Whether you’re looking to master tax strategies, improve retirement income plans, or simply stay sharp, there’s something here for you.
✨ Full-Length Webinars:
- Friday, April 4th at 1:00pm EST |Consumer Masterclass: 5 Ways to Use Your Home to Dramatically Improve Retirement
- Friday, April 11th at 1:00pm EST |Consumer Masterclass: 5 Ways to Use Your Home to Dramatically Improve Retirement
- Friday, April 11th at 2:00pm EST | Advisor Training: The Reverse for Purchase | Six Ways of Unlocking New Retirement Savings for Your Clients
- Friday, April 18th at 2:00pm EST | Advisor Training: Using Reverse Mortgages to Reduce Taxes in Retirement – 12 Strategies Advisors Must Know
⚡ Micro Sessions (20 -30 minutes):
- Tuesday, April 8th at 2:00pm EST | Seven Ways Reverse Mortgages Benefit Social Security Planning
- Tuesday, April 15th at 2:00pm EST | Seven Ways to Fund a Long-Term Care Plan with Housing Wealth
- Tuesday, April 22nd at 1:00pm EST | 10 Benefits of Eliminating a Monthly Mortgage Payment in Retirement
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.
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 t