Shelley Giordano

The Role of Housing Wealth in Retirement

Thursday, November 17th 

Business Builder Meeting

Cherry Hills Country Club

 11:30 a.m.- 1:00 p.m. Luncheon and Meeting

NAIFA-Denver Members: Free

Guests: $25.00

Housing Wealth is an often overlooked asset that can be strategically utilized in retirement. This program will look at four key areas to consider.

Shelley Giordano, founder and Chair of the Funding Longevity Task Force, has had a long-standing interest in how to integrate housing wealth into the context of a holistic financial plan.  She authored, through partnership with the American CE Institute, an advanced course, Housing Wealth in Retirement, that teachers throughout the country use to instruct financial planners, CPAs, attorneys, and insurance professionals.  

Register Now!