NAIFA Performance + Purpose starts in one week! If you're planning on attending the conference and want to hear about cutting edge research that has been done on housing wealth, you don't want to miss "Using Home Equity and Reverse Mortgages as a Retirement Longevity Tool" on Friday, September 13 at 1:00 pm. This workshop is hosted by Harlan Accola who serves as the National Reverse Mortgage Director at Fairway Independent Mortgage Corporation.
It is clear that many baby boomer clients are simply not prepared for a long retirement. We have hit the perfect storm with increasing life expectancy, fewer pensions, lower rates of returns and higher health and long-term care costs. Harlan Accola will be joined by Kristin Alfheim, President of Retirement Dynamix, LLC, Jim Silbernagel, Founder & Host of Real Wealth Marketing for Insurance & Financial Professionals, and Jamie Hopkins, Director of Retirement Research at Carson Wealth. It will be well worth your time to listen to these experts talk about the cutting edge research that has been done on housing wealth, baby boomers, and financial planning strategies. The content is rich with real world examples and actual applications you can use as soon as you get back to the office. Additionally, Jamie Hopkins will discuss compliance issues from a legal perspective and why it's dangerous to ignore $7 trillion in housing wealth while planning your client's future!