May 14, 2018

2018 Housing Wealth in Retirement Symposium

Americans are facing a retirement challenge we have never seen before. Focusing on defined contribution plans, Social Security, and Medicare limits the conversation by ignoring American retirees’ largest asset – their homes. The Symposium focuses on research, policy, and planning around housing wealth in retirement. This event was held on March 23, 2018 in Washington D.C.

May 14, 2018

Professional Insights on Housing in Retirement

Professional insights on housing in retirement from the 2018 Housing Wealth in Retirement Symposium.

April 29, 2018 | Reverse Mortgage Daily

The Real Heroes of the Last Eight Years in Reverse Mortgages

By: Jim Veale

Last month in a mortgage webinar, a presenter stated that Home Equity Conversion Mortgage originators are the sole fault for “the gradual losses” in annual HECM endorsement production over the last eight years.

April 23, 2018 | Reverse Mortgage Daily

Advisor Fine Sheds Light on Roadblock to Recommending HECMs

By: Jessica Guerin

Recently, a LinkedIn post relayed a story about a financial advisor who was fined by his company’s compliance department for recommending a reverse mortgage. Although he wasn’t named in the post, the story was about Zack Alkhamis, a financial advisor with Retirement Wealth Management Group, who has been helping clients manage their finances for 28 years in Kalamazoo, Mich.

April 22, 2018 | WRAL.com

What is a Reverse Mortgage?

By: Liisa Ogburn

Few people want to leave home when they start to need help, but feel they must if they do not have the resources to bring some help in. I myself have been weary of reverse mortgages until recently, when Shelley Giordano said, “Research by retirement income experts has demonstrated that the thoughtful, conservative use of housing wealth in retirement contributes to greater portfolio resilience."

April 20, 2018

Constraints by Broker Dealers in Discussing Housing Wealth in Retirement Planning

Curtis Cloke addresses constraints by broker dealers in discussing housing wealth in retirement planning at the 2018 Housing Wealth in Retirement Symposium.

April 18, 2018 | Reverse Mortgage Daily

Reverse Mortgage Originators Name Their Favorite Educational Resources

When potential borrowers want to learn more about reverse mortgage products, many professionals look to their in-house resources, like company websites, to begin the education process.

March 30, 2018 | Forbes

Researchers Say Reverse Mortgages Deserve A Second Look

By: Jamie Hopkins

What’s the deal with reverse mortgages? This question was addressed in a recent Housing Wealth in Retirement Symposium held on March 23, 2018, in Washington, DC. The event was co-hosted by The American College of Financial Services and the Bipartisan Policy Center.

March 29, 2018 | PR Newswire

The American College of Financial Services and the Bipartisan Policy Center Wrap Up the 2018 Housing Wealth in Retirement Symposium

The American College of Financial Services, the nation's largest non-profit educational institution devoted to financial services, and the Bipartisan Policy Center co-hosted the 2018 Housing Wealth in Retirement Symposium on March 23, 2018, in Washington, D.C. 

March 19, 2018 | PR Newswire

The American College of Financial Services to Host Housing Wealth in Retirement Symposium

The American College of Financial Services announced today that it will be hosting the 2018 Housing Wealth in Retirement Symposium on March 23, 2018 at the Washington D.C. Conference Center in Washington, D.C.

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