Retirement Income Planning: Utilizing Housing Wealth to Strengthen Your Client's Retirement Portfolio
The discussions of incorporating housing wealth into a retirement plan are gaining more traction, rightfully so. In this webinar learn from Susan A. Pomfret, RICP, with special guest Jamie Hopkins, Esq., LLM, MBA, CFP, RICP, about retirement income planning, helping your clients meet financial goals and reduce risk by utilizing Americans’ largest asset, their home. We will discuss your fiduciary responsibility, home equity income solutions, and the use of a home equity conversion mortgage (HECM), along with touching on important research studies that address a coordinated strategy that is quite simple to implement, and strategies that optimize retirement income.
You will learn how to:
- Increase your client’s spending power
- Protect your client’s retirement investments in a bear market
- Protect assets from long-term care risk
- Protect assets from longevity risk
- Identify home equity income solutions
- Identify and address the challenges
- Debunk misconceptions about and recognize the benefits of HECMs
Susan Pomfret, RICP is Senior Vice President, HECM Lending Division with CrossCountry Mortage, LLC and has over 30 years in the mortgage industry. She is one of the first to originate a HECM in 1989 in RI as part of the FHA Pilot Program and due to her extensive knowledge and expertise, has become a familiar and respected face in the senior community. She has served as a Board of Directors member for the Senior Agenda Coalition, the RI chapter for the Alzheimer’s Association and Meals on Wheels, and co-founded of the RI chapter of the National Aging in Place Council. In addition, has volunteered with the National Reverse Mortgage Lenders Association (NRMLA) which included being chosen to assist in the writing of the first Certified Reverse Mortgage Professional (CRMP) Designation test. Pomfret continues to support issues surrounding senior citizens by joining State and Local Issues subcommittee and lobbying at the RI State House. She has participated in numerous rallies and testified on behalf of various senior bills and issues, including on Capitol Hill in Washington and has been published in various local and national mortgage industry publications and was chosen to attend and cover the 2005 and 2015 invitation-only White House Conference on Aging (WHCOA) in Boston, MA. Due to her passion for assisting seniors, she has received the Certificate in Gerontology from Roger Williams University and RICP® Designation from The American College of Financial Services. CrossCountry Mortgage, LLC was a proud Sponsor for the 2020 Society of FSP Institute.
Special Guest Speaker:
Jamie Hopkins, Esq., LLM, MBA, CFP, RICP is the Director of Retirement Research at Carson Wealth, the Managing Director of Carson Coaching, and a Finance Professor of Practice in the Heider College of Business at Creighton University. He is a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes live webinar, PowerPoint, and access to the archived program)
||FSP Premier Members
|Prof Recertification (PACE) Credit:
* FSP Members still need to register as usual.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.