2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date(s) - May 20, 2020
11:00 am - 12:30 pm


Join Mutual of Omaha Mortgage on Wednesday, May 20th at 11:00 AM PST / 2:00 PM EST to learn from industry expert Wade Pfau, Ph.D, CFA, RICP, as he discusses the role of the Reverse Mortgage as a powerful retirement income planning tool.

This program is approved for 1.0 hour of CFP® CE Credit, provided by the Int’l Retirement Resource Center.

Go Here to Register:

In the early days, Reverse Mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about Reverse Mortgages in a retirement income plan, especially in light of recent research.

The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy).

This presentation will…

*Provide an overview of retirement income planning and describe the Reverse Mortgage process
*Provide an overview of the potential uses for a Reverse Mortgage
*Uncover ways to coordinate the line of credit use with distributions from the investment portfolio
*Analyze how to think about the Reverse Mortgage Line of Credit as a form of insurance to protect against market losses or declines in home value

Hope to see you there!

Amanda Keith – (415) 747-5668
Rick San Vicente – (925) 848-6575