Description:
Americans are facing a retirement crisis. But it’s not the crisis that many people think. A good deal of the crisis is being driven by poor planning, behavioral biases, and misconceptions. Leading the charge of under- and poorly-utilized assets is the home. The reality is that housing wealth is single largest asset for America’s retirees. However, most financial advisors leave it alone, potentially creating a fiduciary issue. In this presentation, Professor Jamie Hopkins breaks down best practices for utilizing home equity in a retirement income and highlights a number of the common misconceptions that advisors have about tapping into home equity to support a client’s retirement. More specifically, the presentation will cover reverse mortgages, lines of credit, downsizing, special purpose loans, mortgage interest deductibility, and coordinated housing withdrawal strategies. Don’t ignore you client’s largest asset, rewire the way you think about home equity and retirement income.

This has been a great year for the chapter so we will also be celebrating the following:
- Saying thank you to our 2018 board members;
- Voting in our 2019 board members;
- Thanking our volunteers;
- Thanking our sponsors;
- Announcing the winner of the Chapter Service Award;
- Raffle for signing up to pre-pay your meeting dues for 2019