Be Retirement Smart - Webinar #8 - Shelley Giordano

How can I use a home equity reverse mortgage to help my retirement savings last?

Retirement Smart Webinar #8 by Shelley Giordano, Chair of the Funding Longevity Task Force

Home equity is the largest asset that most middle-income retirees have after the value of their Social Security and pension benefits. In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people live longer and face increasing health care costs. Reverse mortgages offer a way to tap home equity for retirees to address these needs and stay in their home. Because of key changes made in the last several years to the Home Equity Conversion Mortgage program by the Federal Housing Administration, the safety and functionality of accessing home equity now go beyond supplementing retirement income.

Three things you need to know:
1. How planning for possibly using housing wealth early in retirement can help retirement savings last.
2. How establishing a line of credit that keeps pace with inflation can provide the funds for a long-term care event, the effects of which fall so heavily on women.
3. How a reverse mortgage strategy can prevent selling the marital home and provide a means for equitable housing for both parties in case of divorce.

 

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Retirement Smart Educational Series – Leading retirement industry experts provide answers to these questions:

How do I successfully transition to retirement?
Webinar #1 by Robert Laura, CPRC, Retirement Activist

When should I take Social Security?
Webinar #2 by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

What do I need to know about Medicare and healthcare in retirement?
Webinar #3 by Peter Stahl, CFP®, Founder, Bedrock Business Results; WealthWatch

How can a Health Savings Account (HSA) help me pay for medical and long-term care premiums and expenses in retirement?
Webinar #4 by Peter Stahl, CFP®, Founder, Bedrock Business Results; WealthWatch

How can I protect myself and my family from elder financial fraud?
Webinar #5 by Bob Mauterstock, CFP®,ChFC, CLTC, Eldercare Expert

What should I do if I need more retirement income?
Webinar #6 by Kevin Seibert, CFP®, CRC®, Managing Director, Int’l Foundation for Retirement Education

How should I invest my retirement savings to/thru retirement?
Webinar #7 by Michael Falk, CFA, CRC® – Behavioral Finance Expert

How can I use a home equity reverse mortgage to help my retirement savings last?
Webinar #8 Shelley Giordano, Chair of the Funding Longevity Task Force

How do I make withdrawals from my retirement savings to minimize taxes and increase how long my money lasts?
Webinar #9 by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.

How do I plan for and communicate my intentions for future medical events?
Webinar #10 by Paul Malley, President of Aging with Dignity

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Each week for nine weeks we introduce a new webinar on a topic future retirees need to know. Webinars may be viewed on desktops, laptops, tablets, and phones.

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  • Print a Certificate of Completion after viewing the final webinar.

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REGISTER NOW for the next session of Retirement Smart Educational Series for Pre-Retirees – $89 for all nine webinars – Try risk-free guarantee for 30 days

REGISTER NOW! All nine RETIREMENT Smart webinars $89 – Try risk-free for 30 days