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Evaluation

Breakout Session

Educational Breakout Sessions | Block 5

Housing Wealth in Retirement Planning Panel Discussion

Thursday, September 28, 2023
11:00 AM – 12:00 PM MST
Location: PCC: North 131
CE: 1 CFP CE Credit(s)

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Hear from Jaq Campbell, CEO & Senior Wealth Advisor of Alexander Legacy Private Wealth Management, and her Mother, Linda Taylor CPA, about their story of discovering the value of home equity and how it has changed their view on retirement. Also hear from Steve Resch, Wealth Advisor and VP of Retirement Strategies for Finance of America, on how he uses reverse mortgages to fill gaps in retirement plans which will safeguard and enhance his client's future.

Learning Objectives:

  • Understand what a reverse mortgage is; including the products, costs, eligibility, and consumer safeguards.
  • Review different opportunities how home equity accessed with a Reverse Mortgage can be used to safeguard a retirement plan and better ensure its long-term success.
  • Learn how leveraging housing wealth with a Reverse Mortgage could increase legacy value.