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1:00pm ET
WEDNESDAYS
5:30pm ET
OVERVIEW
Leveraging Reverse Mortgages for a Secure Retirement: A Comprehensive Exploration
Today’s retiree needs every legitimate tool available to meet their retirement goals. Housing Wealth has become one such tool.
Historically, the more affluent retiree has either simply dismissed the reverse mortgage or relegated it to use as a last resort. However, much has changed in the last few years.
For many in the Boomer generation, to survive and thrive in retirement requires new thinking and a clear understanding of all the options open to retirees.
Join Don Graves, Nationally recognized Reverse Mortgage & Retirement Income Specialist RICP® and Adjunct Professor at the American College, as he shares what’s new in retirement planning and demonstrates how the prudent use of the housing asset can dramatically improve retirement outcomes.
In this workshop, you will discover:
Adapting to Changing Retirement Realities:
Explore the evolving landscape of retirement planning and the imperative of utilizing all available resources to secure a prosperous retirement. Gain insights into the necessity of rethinking traditional approaches and embracing innovative solutions.
Unveiling the Evolution of Housing Wealth:
Journey through the historical context of housing wealth and its transformation into a critical component of retirement planning. Understand why affluent retirees are now recognizing the value of reverse mortgages as a strategic asset in achieving their retirement goals.
Maximizing Retirement Outcomes with Reverse Mortgages
Learn about the diverse applications of reverse mortgages that can significantly enhance retirement outcomes. From optimizing cash flow to funding healthcare expenses, discover how leveraging housing wealth can empower retirees to enjoy greater financial security and independence.
Whether you’re a homeowner exploring avenues to optimize your retirement plan or a financial professional seeking comprehensive insights into reverse mortgages, this masterclass offers indispensable knowledge and actionable strategies to help you navigate the complexities of retirement planning with confidence.
Plus More
- Why clients with significant savings have turned to Reverse Mortgages
- How one couple turned their $400,000 home into nearly $1million dollars of new retirement savings
- How the Reverse Mortgage is radically changing the definition of retirement, even for affluent retirees
- The surprising recommendations leading financial thought leaders are making about Reverse Mortgages
- How one couple bought a new house and added $250,000 back into their retirement savings (with no monthly mortgage payments)
- How the Reverse Mortgage eliminates the biggest risk to retirement income
- How Housing Wealth works with all your other investments to maximize your income
WEDNESDAYS
1:00pm ET
WEDNESDAYS
5:30pm ET
WHO IS DON GRAVES
Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the president and founder of the Housing Wealth Institute, an Author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.
Don’s specialty is his ability to summarize more than 20,000 advisor/client engagements over two decades into practical, easily to implement, back-of-the-napkin, common sense concepts. His strategies help assets mangers, insurance agents and hybrid advisors attract new clients, strengthen existing client relationships, and generate more revenue.
Don has been quoted in Forbes Magazine, featured on PBS-sponsored shows and recognized as one of the American College’s Top 11 Retirement Income leaders you need to read.
His book: Housing Wealth: 3 Ways the New Reverse Mortgage Is Changing Retirement Income Conversations reached the Amazon #1 spot for New Releases in the Financial Services category in its 3rd week online.
He helped create content on housing wealth and retirement for The American College’s RICP® program, which has more than 16,000 advisors enrolled, and his personal practice has generated more than 16,000 HECM consultations, leading to nearly 3,000 clients over the last 20 years.
As both an educator and a skilled practitioner, Don has a unique perspective that very few share, and as a Retirement Income Certified Professional (RICP®), Long Term Care Specialist CLTC® and CSA® Certified Senior Advisor, he understands the powerful principles and strategies regarding retirement income planning, its design, intent, risks and limitations. He is masterful in showing how and where housing wealth/reverse mortgages intersect with retirement income planning. He is a sought-after professional speaker, and his workshops are helping advisors across the country to grow their practices.
In addition to his educational and consultative role, Don has business relationship with Mutual of Omaha Reverse Mortgage where he serves as Business Development Manager.
PARTNERING
REGISTER FOR MASTERCLASS HERE
WEDNESDAYS
1:00pm ET
WEDNESDAYS
5:30pm ET
Speaking
Teaching
Writing
REGISTER FOR MASTERCLASS HERE
WEDNESDAYS
1:00pm ET
WEDNESDAYS
5:30pm ET