
Retirement Smart Education for Future Retirees
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
Be Retirement Smart!
Weekly education for Future Retirees
What will I learn?
You want to know, “How can I afford to retire?”
We’ve compiled a group of industry leading experts who have spent decades determining the answer to that and other questions to help each of us to afford retirement the way we have always wanted to. They have compiled nine in-depth webinars on topics pre-retirees need to know, presented weekly for you to learn, review, and understand as you pursue your own retirement.
Read the topic question for each of the nine webinars at the right.
- See full descriptions of each webinar broadcast here.
- Ready to begin learning? Register now for the next series of nine webinar broadcasts released every Monday nine weeks.
How does it work?
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.
- Download the pdf with course descriptions available for taking notes to help capture your next steps and create your personal action plan.
- Print a Certificate of Completion after viewing the final webinar.
We recommend that you then take your Action Plans and Certificate to your advisor or find one who can help you implement what you’ve identified as important to do or further explore to secure your retirement.
What if I start late, miss a session, or just want to review?
- No worries if you start late or miss the intruction of a webinar — You may replay programs on demand after they are released whenever is most convenient for you.
- Webinars will remain available for your review for one year after release.
View this and other webinars in the series, risk-free for 30 days!
Your satisfaction is guaranteed.
We know that you will be pleased with your purchase of the Retirement Smart Educational Series for Future Retirees. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.
Register today to receive one free bonus webinar, ten webinars in all.
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