“Home Equity as an Asset Class”

Webinar Invitation

Date: June 26th 2025
Time: 2pm PST
Location: Online
CFP® CE Credit: 1 Hour

Presenter: Ted Lange, CFP®

This informative session is designed exclusively for financial professionals like you. You’ll gain valuable insights on how to view home equity as a strategic retirement asset—not just a fallback. We’ll explore:

✅ Why Home Equity is a Separate Asset Class
✅ Financial challenges facing the “Just Retired or Soon to Retire” that you don’t reserve for.
✅How to unlock Home Equity on tax free basis
✅ Actual Case Studies showing the many uses of Home Equity to Supplement Retirement

This session will also include a live Q&A at the end of the presentation.

Presentation approved for 1hr CFP® CE Credit