Best Practices For Utilizing Home Equity In Retirement

Sponsored by Retirement Funding Solutions

Thursday,  August 24, 2017
3:00 PM - 4:00 PM EDT


Despite being many clients’ largest retirement asset, home equity is sometimes not considered by financial planners. Lack of attention to home equity can put clients in a less advantageous financial situation in retirement. Learn the best practices around utilizing home equity in retirement planning. Jamie Hopkins, Professor at The American College, will discuss a variety of effective home equity strategies including reverse mortgages, downsizing, traditional loans, single purpose loans, house sharing, and sale leaseback arrangements.

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