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July CSA Webinar - Ryan Ponsford - Home Equity as a Retirement Solution
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Over 70 million Baby Boomers have reached retirement age and although the average savings per household is less than $200,000, these consumers have $6.9 trillion tied up in their home equity. Consequently, savvy financial professionals are considering the impact of including home equity loans in their clients’ longevity, liquidity, and legacy objectives.

 Export to Your Calendar 7/18/2019
When: Thursday, July 18, 2019
12:00 PM
Where: United States
Contact: CSA Marketing
800.653.1785

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Over 70 million Baby Boomers have reached retirement age and although the average savings per household is less than $200,000, these consumers have $6.9 trillion tied up in their home equity. Consequently, savvy financial professionals are considering the impact of including home equity loans in their clients’ longevity, liquidity, and legacy objectives.


The FHA-insured Home Equity Conversion Mortgage (HECM) loan is a legitimate and valuable strategic tool to enhance the financial outcomes for retirees that meet the age and equity qualifications.

This presentation will:

- Reveal economic realities of the current retirement crisis
- Enhance your knowledge of the strengths, weaknesses, misconceptions, & strategic uses of HECM loans
- Share strategies to overcome sequence of returns risk in down markets
- Uncover how a HECM loan can protect value and access equity regardless of the performance of real estate

This workshop will specifically address research & math revealing that the HECM loan is no longer simply a needs-based product, but rather a meaningful strategic tool to address retirement needs of mass affluent families.

About the presenter

Ryan Ponsford has been involved in wealth management, real estate, business building, and philanthropy for over two decades. From designing strategic solutions to some of our nations wealthiest families, creating business systems for rapidly growing companies, and founding and expanding Main Street Philanthropy, a non-profit organization, across the nation, his experience is extensive, yet built upon a repeatable set of core principles.

Ryan has been recognized as a thought leader, disrupter, and innovator in designing purpose-driven financial solutions that integrate illiquid assets, multi-generational wealth strategies, and inclusion of real estate into retirement solutions. With American Advisors Group, he leads a team specializing in designing solutions and education for financial professionals on how to effectively integrate home equity into retirement strategies.

Ryan graduated from Point Loma Nazarene University with a degree in Industrial-Organizational Psychology and extensive coursework in Chemistry. He holds securities and insurance licenses, is a Real Estate Broker, and holds multiple industry certifications. He has participated in industry-specific mastermind groups including InKnowVision, Sunbridge Legacy Advisors, Advisors in Philanthropy, and the Purposeful Planning Institute.

Beyond the office walls, Ryan is involved in various activities including serving on several nonprofit boards, singing in a quartet, playing guitar with a band, coaching several youth sports teams, and having grown up in Sonoma County, has an affinity for decent wines. He and his wife, Jennifer, live in north San Diego with their three young children.


Join us for this informative webinar.

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account. 

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