HCAOA Webinars



Reverse Mortgage Webinar Series



Shelley Giordano

Founder & Chair, Funding Longevity Task Force at the American College of Financial Services



Jamie Hopkins


Professor, The American College

Director of New York Life Center for Retirement Income



Barbara Stucki

Principal, BRStucki Consulting 


Webinar #1: Paying for Home Care Safely With a Reverse Mortgage – The Basics

Date/Time: December 5, 2018  2:00pm EST

Description: Many home care websites mention reverse mortgages as a financing option for home care. In this webinar, participants will learn the latest information on these home loans and how they work as a source of funding.  In addition, participants will discuss/learn:

  • Why home equity?

  • The Power of the Reverse Mortgage Line of Credit to Sustain Home Care

  • Protections for Borrowers, Younger Spouses and Heirs: From Start to End of the Loan

  • Steps in Obtaining a Reverse Mortgage


Register For This Webinar


Webinar #2: Working with a Financial Planner to Tap Home Equity

Date/Time: December 12, 2018  2:00pm EST

Description: Clients who need additional cash to pay for care are encouraged to get counsel from a financial expert. In this webinar, participants will learn how this process works and how advisors view reverse mortgages today.  In addition, participants will discuss/learn:

  • Types of Financial Experts and Designations

  • The Need to Meet Reverse Mortgage Borrower Financial Requirements

  • Tapping Home Equity: No Longer a Last Resort

  • Cash Flow is Key for Retirement Planning


Register For This Webinar


Webinar #3: Options for Innovation - Advanced Reverse Mortgage Strategies

Date/Time: December 19, 2018  2:00pm EST

Description: The marketplace for home care is changing rapidly. In this webinar, participants will learn how an orderly drawdown of home equity may offer new ways of meeting both short- and long-term client needs.  In addition, participants will discuss/learn:

  • Sustainable Private Financing: Health Care Employees vs. Gig Economy

  • Reverse Mortgage: The Ultimate Shock Absorber To Manage Risk Early

  • Enhance Home Safety and Suitability with a Reverse Mortgage

  • Resources to Educate Staff, and Clients


Register For This Webinar