--- title: Integrating Home Equity into Long-Term Care and Retirement Planning Strategies description: Learn how financial advisors can use reverse mortgages and home equity to fund long-term care, support aging in place, and limit portfolio withdrawals. image: https://content.investmentsandwealth.org/hubfs/sponsored-webinar-thumbnail-nov26.png --- [Skip to content](https://content.investmentsandwealth.org/event/integrating-home-equity-into-long-term-care-and-retirement-planning-strategies#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) LIVE WEBINAR # Integrating Home Equity into Long-Term Care and Retirement Planning Strategies ![stephen-headshot-800x571](https://content.investmentsandwealth.org/hs-fs/hubfs/stephen-headshot-800x571.jpg?width=800&height=571&name=stephen-headshot-800x571.jpg) Steve Resch Vice President of Retirement Solutions, Finance of America Planning for long-term care is an essential component of a comprehensive retirement strategy, yet many clients overlook the financial resources available to help manage future care expenses. While traditional long-term care insurance and hybrid life insurance products remain important considerations, home equity can provide an additional source of financial flexibility and liquidity. In this session, advisors will explore how home equity strategies, including reverse mortgages, can complement existing retirement and long-term care plans. The discussion will examine ways to address potential care expenses, support aging-in-place goals, and preserve investment assets during periods of increased financial need. Through practical examples and case studies, participants will review key considerations associated with reverse mortgages, including eligibility requirements, costs, consumer protections, and potential planning applications. Advisors will also examine how incorporating home equity into a broader financial strategy may help clients manage retirement income, mitigate portfolio withdrawal risks, and maintain greater financial flexibility. **What you will learn:** - Identify how home equity strategies, including reverse mortgages, can complement traditional long-term care insurance and retirement planning solutions. - Explain the key features of reverse mortgages, including eligibility requirements, associated costs, and consumer protections. - Evaluate how home equity can be used to address long-term care expenses, support aging-in-place goals, and provide financial flexibility during retirement. [Register Now →](https://events.zoom.us/ev/AtB06qOYBouiBP_ayfAVUnWlPPvYi3akHSJZfFD-WeYFuZsdVLdd~ApmHNJ7zl3Nojyx0qGuNUCed-lzIpeUvhxjKuKHVkKlbAg9Z9fW9XCpQ-Q) Steve Resch is Vice President of Retirement Solutions at Finance of America, where he leads education initiatives focused on integrating home equity strategies into retirement income planning. With more than 39 years in financial services, Resch has served as an investment analyst, educator, retirement income software designer, and independent wealth advisor. He specializes in helping financial professionals address retirement risks such as long-term care exposure, sequence-of-returns risk, and liquidity management through the strategic use of housing wealth. A recognized expert on reverse mortgages and retirement planning, Resch is a frequent speaker at national and regional industry conferences. #### CE Credit This program offers **1 CE credit hour for CIMA®, CPWA®, and RMA® certifications** (audit-proof, uploaded to your certification record within two weeks). **1 CFP® CE credit hour is pending approval.** To receive CE credit, registrants must attend the full program. #### Recording Can’t attend live? **Register anyway.** A recording will be emailed within two weeks of the event and will be available for **one year**. CE credit may be received **once** for viewing the program (live or recorded). 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