media:remote_video:2dacd39c-dfd7-4ed0-997a-58677f9b006d
The Financial Impact of Boomer Housing Decisions
Presented by Tom Dickson
Boomers are faced with many decisions when it comes to where to call home. Do they stay or go? Downsize or rightsize? Keep paying a mortgage, if they have one? How does a reverse mortgage fit, if at all, with my housing choices?
Many clients will make housing choices with little regard to their impact on their retirement plan. The objectives of this CE-approve program are to
educate attendees on:
* The options available to boomer clients when making a housing decision
* The financial trade-offs of their housing choices
* The impact of the clients' choices on their retirement plan
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