Description

Learn how home equity can be used as part of a broader retirement strategy. This class explores common questions homeowners face as they plan ahead, such as whether to use a HELOC, cash-out refinance, reverse mortgage, or downsizing. We’ll compare how each option works, when it may — or may not — make sense, and what factors retirees should consider before making a decision. The session focuses on education and informed decision-making, not product sales.