When it comes to reverse mortgages, collaboration is key. Over the years, I’ve had the privilege of working closely with financial advisors, including members of the Ed Slott Elite IRA group, to provide education and insights on how housing wealth can play a pivotal role in retirement planning.
Through a variety of platforms—whether broadcasts, podcasts, webinars, or direct discussions with clients and teams—I’ve partnered with advisors to explore the unique benefits of reverse mortgages. Below are just a few examples of the shows and workshops where I’ve collaborated with Ed Slott Elite IRA Advisors, offering practical guidance and strategies to enhance retirement outcomes for their clients.
RECENT ENGAGEMENTS
SIGNATURE WORKSHOPS | View Here
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The Advisor’s Guide to Housing Wealth
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7 Ways Reverse Mortgages Boost Social Security
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Reverse for Purchase: Unlock New Savings
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Master the Reverse Mortgage Line of Credit in Planning
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Reduce Taxes with Reverse Mortgages: 4 Key Strategies
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Master Market Volatility & Risks with Reverse Mortgages
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7 Ways to Fund Long Term Care with Housing Wealth
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12 Ways to Start the Housing Wealth Conversation
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10 Benefits of No Monthly Mortgage in Retirement
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Consumer Masterclass: 5 Ways to Improve Retirement