Unlocking Retirement Success: Five Crucial Conversations Advisors are Currently Having About Reverse Mortgages

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This one-hour course is designed for financial advisors seeking to deepen their understanding of reverse mortgages and stay updated on the latest strategies for integrating housing wealth into retirement income discussions. Led by Don Graves, a 25-year financial veteran and RICP® content creator, this course draws insights from over 16,000 client/advisor interactions. Participants will explore retirement strengthening strategies using reverse mortgages; including creating cash flow, reducing risks, preserving assets, enhancing liquidity, and adding new dollars back into savings. Through practical insights, real-life stories, and advanced techniques, advisors will learn how to optimize clients’ financial futures by leveraging the strategic potential of reverse mortgages.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

  • Understand the basics guidelines of the reverse mortgage as well as common myths and misunderstandings
  • Understand the history and development of reverse mortgages as a retirement planning tool
  • Understand the five most common retirement strengthening strategies using reverse mortgages

Presenter

Don Graves, RICP®, CLTC®, CSA®, Certified Senior Advisor

CFP® CE Credit

This content is eligible for one hour of CFP® continuing education (CE) credit.

If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

Unlocking Retirement Success

Watch the Video
Lesson 1 of 3 within section Unlocking Retirement Success. Subscribe to Knowledge Hub+ to access this session.
Assess Your Knowledge for CE Credit
Lesson 2 of 3 within section Unlocking Retirement Success. Subscribe to Knowledge Hub+ to access this session.
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Complete Your Learning & Next Steps
Lesson 3 of 3 within section Unlocking Retirement Success. Subscribe to Knowledge Hub+ to access this session.

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