Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 3:15pm - 3:45pm
FPA® Quick Start: Reverse Mortgage in a Comprehensive Financial Plan [CFP CE]

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For more details, visit the FPA® Full Schedule.

This session will examine case studies of using a reverse mortgage to manage risks to asset longevity such as poor sequence of returns, long-term care and other unexpected expenses. We will also review how income tax-free proceeds can improve household cash flow, be used to delay Social Security benefits or qualified distributions, and help insure a successful retirement income plan.

Learning Objectives:
  • Recognize scenarios that bring risk to asset deterioration and/or reduce longevity of an existing retirement plan
  • Explain how home equity can be leveraged to offset risks, while also further strengthening financial positions amidst life events


Steve Resch

Vice President Retirement Strategies Division, Finance of America Reverse

Wednesday October 16, 2019 3:15pm - 3:45pm CDT

Attendees (1)