Webinars
Our webinar series are thoughtfully designed for Certified Financial Planners® to help you better understand and support the financial and health-related needs of your aging clients.
As financial professionals, we know that none of us can be experts in everything—and that’s okay. Your value lies in your ability to guide clients toward the right resources and trusted experts when it matters most.
Our Webinars are designed to help you do just that.
We’ll cover real-life issues your clients are already facing—or will soon—from health changes to housing transitions, long-term care, cognitive decline, and more. These are the conversations that are hard to start but essential to have.
Understanding how to leverage home equity isn’t just a smart strategy—it’s a way to preserve your income and protect your clients’ retirement. Learn how to spot future roadblocks early, open the door to proactive planning, and stand out by offering guidance that goes beyond traditional financial planning.
If you see a topic below that would benefit your clients, feel free to share the registration link. We won’t contact them directly, and we encourage you to have them list your name and contact info when signing up.
Stand out by offering more than numbers—offer solutions.
Modern Retirement Mastery: The Untapped Power of Home Equity
NOVEMBER 14TH, 2025- 12PM
Think You Know Reverse Mortgages? Think Again.
If you’ve already made up your mind about reverse mortgages, you’re not alone.
Many financial professionals avoid the topic—often because of outdated information or concerns about reputation.
But here’s the truth: today’s reverse mortgage (HECM and jumbo programs) have evolved into powerful, federally regulated financial tools that can help your clients preserve assets, improve cash flow, and reduce sequence-of-returns risk.
And just as important — understanding how these programs really work can protect you from future compliance and legal risks for failure to discuss the pros and cons of including home equity into your retirement and financial planning advice.
We promise—no sales pitch, no bias. Just facts, transparency, and actionable tools you can use immediately.
NOVEMBER 18TH, 2025- 12PM
This workshop offers financial professionals practical guidance for helping clients align their wealth with their values. Learn how to start meaningful conversations, explore tax-efficient giving strategies, and use tools like reverse mortgages to support charitable goals—all while deepening trust and creating lasting impact.
Why CFP® Professionals Should Attend:
• Strengthen client relationships through values-driven conversations
• Attract high-net-worth clients by offering legacy and philanthropic planning guidance
• Gain practical tools to incorporate giving into annual reviews and estate planning
• Enhance client satisfaction by connecting financial plans with personal purpose and community impact
How Home Equity and other planning tools (DAFs, QCDs, trusts) can support clients’ charitable goals.
This class is eligible for one Certified Financial Planner CE Credit. Webinar is free.
How to Add philanthropy and Charitable Giving to Your Practice
Schedule a lunch AND LEARN
Interested in hosting a Luncheon for your firm?
Give us a call 760-753-1568 or email at info@retirementinreverse.net
“Modern Retirement Mastery:
The Untapped Power of Home Equity"
This educational workshop is designed to help CFP® professionals think differently about retirement planning by introducing home equity as a powerful and underutilized asset class.
Discover why home equity is the largest, yet often overlooked, asset in most retirees’ portfolios
“Five Pillars to Successful Aging:
A CFP’s Guide to Enhancing Senior Client Relationships”
This insightful workshop is designed to help Certified Financial Planners® deepen their relationships with senior clients by integrating lifestyle considerations into financial planning. Learn how to guide clients through essential decisions that impact their health, housing, and legacy—before a crisis occurs.
“How to Add philanthropy and Charitable Giving to Your Practice”
This workshop offers financial professionals practical guidance for helping clients align their wealth with their values. Learn how to start meaningful conversations, explore tax-efficient giving strategies, and use tools like reverse mortgages to support charitable goals—all while deepening trust and creating lasting impact.
“Leveraging Home Equity in the Face of Rising Care Costs”
This essential seminar gives financial professionals a comprehensive look at today’s rising demand for in-home care—and the pressing need for creative, sustainable solutions. Attendees will learn how to support clients aging in place by understanding care levels, cost gaps, and innovative funding options, including the strategic use of home equity.
