About the Course
A Conversation about Home Equity and Planning for Adult Children of Aging Parents.
You will Learn:
Should home equity be a part of financial/retirement planning
Conversations to have between parents and adult kids
Reverse Mortgage: myths/misconceptions/realities
Other strategies (HELOC/Planned Trade down/Exchange)
What advisors should be on the team/how they help
Who's it For:
Anyone stuck in the Middle (kids and aging parents)
Retired families with significant home equity
Those doing retirment income planning
Wanting to learn more about Reverse Mortgages
Those looking for a way to start this Critical conversation
This class is available in an online Webinar format or an interactive, engaging live class for your Company, Organization or Group. Call John at 888-265-2445 or email at smplteam@smplmortgage.com for more infomation!