Tue, Sep 15|
JOIN US! September 15th, 2020 | Monetizing Home Equity to Benefit Clients
AAG Representatives Ryan S. Ponsford and Hank Sanders will present the topic "Monetizing home equity to benefit clients and your business in ways you didn’t know existed".
Time & Location
Sep 15, 2020, 1:00 PM – 2:00 PM
About The Event
With home equity representing the largest “asset” on many of your clients’ balance sheets, doesn’t it seem prudent to consider responsible and effective ways to include it in your plan design? Join us as we share solutions and case studies designed by advisors, for advisors, to uncover risk mitigation strategies you may not know exist. In this 60-minute, CE approved session, we’ll discuss:
- Why home equity matters
- How home equity is being used by clients and their advisors
- Traps, hurdles, and hidden fees
- The impact on your business
One (1) CFP credit will be available for attendees.
FPA of Miami Member
FPA of Miami - Non-Member