David Holland and Steve Sless, National Reverse Mortgage Director, US Mortgage Corporation, discuss the options for seniors who want to access the equity in their homes for retirement. Steve Repak, CFP®, reviews budgeting and credit-building strategies. The panel of CFP® professionals will debate how to balance lifestyle now vs. lifestyle later.
Don Blandin, CEO of Investor Protection Trust, and David Holland discuss the risks of financial exploitation for the elderly. Also, David and a panel of CFP® professionals discuss retirement planning strategies.