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
The Advisor’s Guide to Housing Wealth
7 Ways Reverse Mortgages Boost Social Security
Reverse for Purchase: Unlock New Savings
Master the Reverse Mortgage Line of Credit in Planning
Reduce Taxes with Reverse Mortgages: 4 Key Strategies
Master Market Volatility & Risks with Reverse Mortgages
7 Ways to Fund Long Term Care with Housing Wealth
12 Ways to Start the Housing Wealth Conversation
10 Benefits of No Monthly Mortgage in Retirement
Consumer Masterclass: 5 Ways to Improve Retirement