Monthly Membership Meeting: January 21

There are numerous planning strategies which can be brought to bear to take advantage of the government-sponsored reverse mortgage, known as a Home Equity Conversion Mortgage (“HECM”). Contrary to what most believe, it is best to utilize this often misunderstood product as part of the financial planning process for every homeowner who is approaching retirement age. We will look at some real life examples of how my clients have been helped and how yours can be also by possibly deferring the receipt of social security benefits; or, replacing the income lost due to a single-person pension plan decision; or, using a HECM as a hedge against the sale of portfolio assets in a down market; or, taking advantage of a credit line with a government-guaranteed rate of growth; or… etc., etc.

Greet and Thank our

Meeting Sponsor!