ELITE ADVISORS MASTERCLASS
The Advisor’s Guide to Housing Wealth
The Advisor’s Guide to
Housing Wealth
How the New Reverse Mortgage Changes the Retirement Planning Conversation
Overview
With the current economic confluence of cyclical interest rates, volatile markets (equities and real estate) and inflation, housing wealth has become one of the most important segments of retirement income planning.
Today’s financial advisor needs every legitimate tool available in order to meet their clients’ retirement goals as well as to maintain a viable long-term practice.
Housing wealth should be considered as part of an overall comprehensive financial plan.
Historically, the financial services community has either dismissed the reverse mortgage or relegated the tool as only a last resort.
However, for the past several years, reverse mortgages have grown in popularity and recent research has discovered that their strategic use may be helpful in positively impacting retirement outcomes.
To survive and thrive in retirement requires new thinking and a clear understanding of all the options available.
In this Elite Advisor Masterclass, Reverse Mortgage Expert, Adjunct Instructor at the American College of Financial Services, and Best-Selling Author Don Graves, RICP®, CLTC®, CSA, brings 25 years of practical case studies and academic research that demonstrate how the prudent use of the housing asset can dramatically improve retirement outcomes.
Advisors will discover how to:
- Preserve assets from premature erosion
- Reduce the 7 most common risks to retirement income
- Add new dollars to retirement savings
- Bridge monthly income gaps
- Leave a significantly larger inheritance
- Turn mandatory monthly mortgage payments into voluntary ones
- Create a tax-free reserve growing at 6%-8%
- Have fiduciarily responsible client conversations
- Reduce the income taxes paid in retirement
- Defer IRA and Social Security withdrawals
- Optimize a new Roth Conversion Strategy
- And Much More...
Other Workshop Titles
- Seven Ways Reverse Mortgages Benefit Social Security Planning
- The Reverse for Purchase | Six Ways of Unlocking New Retirement Savings for Your Clients
- Mastering the Reverse Mortgage Line of Credit in Client Planning
- Using Reverse Mortgages to Reduce Taxes in Retirement | 4 Strategies Advisors Must Know
- Mastering Market Volatility, Longevity, and Five Other Major Risks with Reverse Mortgages
- Seven Ways to Fund a Long Term Care Plan with Housing Wealth
- 12 Ways to Introduce the Housing Wealth Conversation to Your Clients
- 10 Benefits of Eliminating a Monthly Mortgage Payment in Retirement
- Consumer Masterclass: 5 Ways to Use Your Home to Dramatically Improve Retirement
Testimonials
What Others Are Saying!
“Don’s expertise in the area of HECM education set the bar in the RICP program at the American College as well as within our very own industry walls. His knack to completely flip the connotation of the reverse mortgage and communicate complex strategies with ease and enthusiasm during his training workshops is a specific strength of his I admire greatly.”
