Home equity represents a large share of overall wealth for many Americans. Much research has centered around incorporating that equity into an overall retirement strategy.
Join us via webinar as the Retirement Mortgage team at Fairway welcomes speaker Wade D. Pfau, Ph.D., CFA, RICP. A retirement income planning speaker and retirement researcher, Dr. Pfau is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services. He’s also a Principal and Director for McLean Asset Management and holds a doctorate in economics from Princeton University.
Our time together will be focused on incorporating home equity into an overall retirement strategy as Dr. Pfau takes you through his 4Ls of Retirement Financial Goals:
- Lifestyle Goals – Enjoy the overall lifestyle you desire for as long as you live
- Longevity – Cover essential expenses without necessarily relying on stock market success
- Liquidity – Have resources available not earmarked for any of the other financial goals
- Legacy – Create and enjoy a lasting legacy for your family, heirs and loved ones
Moderators: Rob Kanyur and Christine Jensen from Fairway’s Retirement Mortgage division.
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Reach out with any questions before or after the event to steve.landis@fairwaymc.com
December 4th,2023 | 11:00am to 12:00pm PST
