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Event Date Wed Jan 8 EST (almost 5 years ago)
Region Americas
Details

With the current retirement crisis, advisors need every viable resource to help their clients. Reverse mortgages have become one such resource. Much has changed with the program’s restructuring, and estate planners have discovered five surprising ways Housing Wealth strategies are reshaping retirement outcomes.

Speakers

2020 Speaker

Don Graves
RICP®, CLTC®, CSA, President, Housing Wealth Institute

Sponsors & Partners

2020 Sponsors

GOLD:
• BCF
• Brown Advisory
• Maller Wealth Advisors
• PNC
• The Associated
• Wilmington

SILVER:
• Alex Brown
• Baker, Donelson, Bearman, Caldwell & Berkowitz
• Bodie, Dolina, Hobbs, Fridell & Grenzer, P.C.
• Ellin & Tucker
• Highland Capital Brokerage
• KatzAbosch
• Leonard J. Miller & Associates, Chartered
• Lifebridge Health
• Pessin Katz Law, P.A.
• Stouffer Legal, LLC
• The Dyer Kroneberger Group
• Thomas & Libowitz, LLC
• Tucker & Meltzer Valuation Advisors
• Vallit Dispute & Valuation Advisors
• Whiteford Taylor & Preston, LLP