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What Advisors Should Know When a Client wants to Rightsize

October 21 @ 2:00 pm - 3:00 pm

Home equity is a large part of a client’s overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn:
• How a move can be an opportunity to improve retirement plan outcomes
• The Downsize and Rightsize Strategy to improve portfolio longevity
• How a reverse mortgage can help clients age in place and prevent portfolio liquidation
• How to relocate while protecting assets

Trainer: Phil Walker, FAR – Retirement Strategies

To register for the class please click here.

Remember the class will be held at 2 pm, EST (11 am, PST)

HOW to Join the Webinar

  1. REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
  2. JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
    1. AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
    2. TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
  3. ACCESS CODE: Then put in the access code followed by #.
  4. AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Details

Date:
October 21
Time:
2:00 pm - 3:00 pm
Event Category:

Organizer

Christina Danish
Phone:
3308078948
Email:
cdanish@fareverse.com
Website:
www.fareverse.com