A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability.
Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Let’s tear the roof of this topic and start to discuss some key issues brick by brick.
Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
Comments from Retirement Professionals who have taken this course:
The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 60+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.