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Boomers are faced with many decisions when it comes to where to call home. Do they stay or go? If they go, do they downsize or rightsize? If they stay, do they keep paying a mortgage if they have one? How does a reverse mortgage fit, if at all, with their housing choices?

Many clients will make housing choices with little regard to their impact on their retirement plan. The objectives of this CE-approved 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