Subject: You’re Invited: Lunch & Learn + 1 Hour CE Credit – Housing Asset in Retirement Planning
Dear Financial Advisor Community,
Join us for an engaging Lunch & Learn where we’ll explore how housing wealth can play a critical role in retirement planning. This session includes 1 hour of CE credit (provided by the Retirement Resource Center for a $5 Donation to the Springs Rescue Mission https://www.springsrescuemission.org/give-now ).
What We’ll Cover:
- Why is Home Wealth a Unique Asset with Peak 65?
- Is a HECM Reverse Mortgage Safe and Affordable?
- What are the 4 Common Misconceptions?
- How the HECM Line of Credit Adds Protection to Other Assets
- 4 Modeled Case Studies in Money Guide Pro
Event Details:
WHEN: Thursday, February 27th | 12:00 PM – 1:30 PM (Doors open at 11:30 AM)
WHERE: 6760 Corporate Dr., Suite 300
Colorado Springs, CO 80918
Event Sponsored by: Mutual of Omaha Mortgage and Retirement Resource Center
Meet Your Speaker:
Nathan Johnson, Reverse Mortgage Advisor (NMLS #1647443), began his career in 2002. After helping his parents with a Reverse Mortgage and seeing its life-changing impact on their retirement, he dedicated his career to reverse mortgage solutions, helping clients achieve peace of mind, financial freedom, and greater purpose in retirement.
RSVP today! Seating is limited.
https://www.mutualreverseresource.com/incorporating-the-housing-asset-in-retirement-planning/
