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Our upcoming webinar, in partnership with industry leaders, Andrew Hamer and Jeff Thorsteinson, and moderated by Pattie Lovett-Reid, is set to be a game-changer. We're excited to present Part 3 of our webinar series, where we'll dive deep into real-life use cases and product specifics regarding home equity release strategies.
Imagine having the tools to address the retirement financial shortfall in Canada effectively. Picture being able to offer your clients tailored solutions to maintain their desired lifestyles in retirement, backed by insights from a recent Deloitte study.
During this dynamic 1-hour session, we'll go beyond theory and into actionable insights:
- Leverage the latest research findings from the Canadian Foundation for Financial Planning (CFFP) and the University of Lethbridge.
- Explore how the CHIP Reverse Mortgage, HELOCs, and downsizing intersect with various financial objectives and situations through real-life scenarios.
- Engage in insightful discussions and Q&A sessions to deepen your understanding and gain practical knowledge.
This webinar isn't just about information; it's about empowerment. You'll leave with the confidence to make informed decisions that can positively impact your clients' financial futures.
Ready to take your client offerings to the next level? Don't miss your chance to join us!
Secure your spot now by registering for the webinar here.
If you have any questions or need more assistance, feel free to contact me anytime.
Let's unlock new possibilities together! Webinar Details Topic: · Diving Deeper: Use Cases and Product Details - CHIP, HELOC and Downsizing Clients Moderator: · Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank Special Guests: · Andrew Hamer, Partner, Banking Industry Lead, Deloitte Canada · Jeff Thorsteinson, Vice President, Wealth Management, HomeEquity Bank Webinar Timings: Date: Thursday, May 23, 2024 Time: 3:00pm ET / 12:00pm PT
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