Many of Your Clients in Retirement May Be House “Rich”

How can you reasonably help them use this asset in prudent retirement planning?

Discover this answer and learn more information at the January FSP Meeting

“Reverse Mortgages: Improving Longevity Risk”

Tuesday, January 21st, 11:15am–1pm at Eddie Merlots.

We are pleased to welcome Bob Muni, Senior Loan Officer at SilverLeaf Mortgage, as our featured speaker and meeting sponsor.

Bob’s presentation will cover the following topics:

1. Strategic use of Reverse Mortgages to reduce longevity risk and maximize financial resources.
2. Debunking past myths.
3. What are the qualifications and costs associated with reverse mortgages.
4. Reducing withdrawal rates, sequence of returns and the power of the line of credit.

Register Today! Lunch will be served. We look forward to seeing you!