10 Things Eliminating A Mandatory Mortgage Payment Does For Retirement Security And Enjoyment

Join us Wednesday, August 23rd for the “10 Things Eliminating a Mandatory Mortgage Payment Does for Retirement Security and Enjoyment” Webinar. When: Wednesday, August 23rd @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions […]

Continue reading


Divorce In Later Years – Managing The Marital Housing Asset, A Webinar

Join us Wednesday, August 16th for the “Divorce in Later Years – Managing the Marital Housing Asset” webinar. When: Wednesday, August 16th @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions and Mary Jo […]

Continue reading


Using Housing Wealth To Improve Financial Outcomes In Retirement

Using Housing Wealth To Improve Financial Outcomes In Retirement

Trusted Advisors, Realtors, Boomers, Seniors, and their adult children are INVITED to Learn a Little-Known Strategy to Help Retiring/Retired Homeowners Downsize, Right-size, or establish a growing line of credit to age in place and Improve Financial Outcomes in Retirement.   With 10,000 Americans turning 65 each day, homeowners over age 62 are looking for ways […]

Continue reading


Using Housing Wealth to Improve Financial Outcomes in Retirement, a Webinar

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns:  Protect Your Investments during Market Downturns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties […]

Continue reading


The New HECM for Purchase (H4P), a Webinar

Join Retirement Funding Solutions for this educational webinar facilitated by Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert.   In this webinar, Don Graves will discuss the following: Creating New Investable Dollars and Retirement Efficiencies {Legally and Compliantly} The HECM as a Home Purchase tool (H4P) is now regarded […]

Continue reading


The Traditional Home Equity Conversion Mortgage, a Webinar

Home Equity Reverse Mortgage

Join Retirement Funding Solutions for this educational webinar facilitated by Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert.   In this webinar, Don Graves will discuss the following:   The History and Basics of Reverse Mortgages The New Profile of the Emerging “Mass Affluent Borrower” Why FINRA Changed Their […]

Continue reading


Using Housing Wealth to Improve Financial Outcomes in Retirement – a luncheon at Left Bank Brasserie

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties remain homeowners with NO mortgage payments due Bring […]

Continue reading