Reverse Mortgages: What Financial Professionals Need to Know

I’m hosting a Lunch & Learn specifically for Financial Planners who want clarity around how today’s reverse mortgage strategies actually work — and how they can fit into a broader retirement plan.

This is not the reverse mortgage of 20 years ago.

We’ll cover:
• How reverse mortgages can support cash flow planning
• Coordination with investment portfolios
• Line of credit growth features
• Common misconceptions (and what’s changed)
• When it makes sense — and when it doesn’t

Space is limited and RSVP is required.

If you work with retirees or pre-retirees, this is information worth understanding.

Lunch will be provided.