Broker Check
24 Sept
Modern Strategies for Redesigning Retirement with Reverse Mortgages

Description

Join Mission Financial Planners and Mutual of Omaha Mortgage for a live webinar exploring how reverse mortgages can play a powerful role in retirement planning. With longer lifespans, volatile markets, and rising costs, traditional retirement income strategies often fall short. Home equity is one of the most overlooked resources—and it can make all the difference in creating flexibility and freedom in retirement.

In this session, our experts will break down:
✔️ The truth behind common reverse mortgage myths
✔️ How a Home Equity Conversion Mortgage (HECM) works and why it’s the only FHA-insured reverse mortgage
✔️ Three modern strategies: using a line of credit, purchasing a new home in retirement, or refinancing your current mortgage
✔️ Real-life case studies that show how retirees have used these strategies to increase cash flow, reduce withdrawal pressure on investments, and preserve their nest egg

Presenters:

  • Richelle Hopkins, Reverse Mortgage Expert, Mutual of Omaha Mortgage

  • Matt Donaghue, CFP®, CLU®, CLTC®, AIF®, AIFA®, PPC®, NSSA®, RICP®, Mission Financial Planners

  • Jason Duffaut, CFP®, CAP®, CPFA®, CEXP®, Mission Financial Planners

  • Kenneth Hamilton, CFP®, RICP®, CDFA®, Mission Financial Planners

Date and Time

Wed, Sep 24, 2025

12:00p - 1:00p CST

Location

Zoom: https://zoom.us/j/98292354200?pwd=gBbNgdjbmuFi191TtMZd8hHN046fFY.1

Note

Starts at 12:00 AM CST/11:00 AM MDT/10:00 AM PST

PT1H

Event Registration

Will you be able to attend this event?