When the Housing Asset is the Only Solution Webinar
Hosted by Shelley Giordano, with Guest Speaker Curtis Cloke
Date: Wed, Jul 25, 2018
Time: 10:00 AM – 11:00 AM PDT
Many RIA firms associated with BDs have legitimate concerns about advisors discussing the home asset as part of a retirement plan…What happens when housing wealth is the only option left for the client but the advisor is prevented from offering it as a solution?
Webinar attendees will learn:
- The HECM 4 Nevers
- Case Study: How One Client’s Spending Needs Could Only Be Met by Deploying the Housing Asset
- Why Compliance Offices May be Uninformed on Reverse Mortgages
- Developments Among BDs in Establishing Policies and Procedures for Including a Discussion of Housing Wealth in Retirement Planning
The discussion will be led by Shelley Giordano, MA, Founder and Chair of the Funding Longevity Task Force at the American College of Financial Services.
Shelley is an expert speaker and instructor with the International Retirement Resource Center. In 2015, she wrote the first book reviewing research on the appropriate use of Reverse Mortgages in the distribution phase, What’s the Deal with Reverse Mortgages?
Curtis Cloke, LUCTF, RICP will join the discussion to share a case in point with his groundbreaking RETIREMENT NEXGEN software. He will demonstrate that agnostic modeling derived only one solution to a client’s spending needs: a HECM reverse mortgage. He will also review the common misconceptions that plague the compliance landscape and provide examples of how firms are overcoming this bias.
Curtis is an award-winning retirement income expert, international speaker, and founder of Thrive University with over 29 years of experience in income planning.