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The AAII Columbus Chapter presents...


"Reverse Mortgages: Incorporating Housing Wealth in Retirement Distribution Income Streams"

    Discussed by:

    Keith Turner
    Reverse Mortgage and HECM for Purchase Specialist, Security 1 Lending

This presentation will examine new work being done with housing wealth as a component in the retirement distribution phase. With increased longevity, retirees face a lengthy period in which they will be drawing from their investment portfolios. We will look at a new tool that provides significant cash flow survival protection. We will then apply the tool to specific case studies in financial planning software.

Attend This Meeting and Learn...
How to calculate available proceeds
How to calculate a simple case study for individual client education
How housing wealth provides cash flow survival security

  MEETING DETAILS
Date:
Wednesday, November 13, 2013
Time:
6:15 p.m.    Dinner
7:15 p.m.    Program
Location:
MCL Restaurant & Bakery
3154 Kingsdale Center
Upper Arlington, OH 43221
614/457-1625
[ Map This Location ]

Payment:
At the Door
Everyone, the menu cost and tip of your restaurant meal. A one
dollar tip per person is suggested for the waiter. There are no
other charges.
ADVANCE REGISTRATION CUTOFF DATE: Please call or email Doug
Smith by 3 days prior to the meeting date, to give us an idea
of how many people will be attending the meeting and how many handouts to print. Telephone number: 614/885-1480;
email:

stocksmith@hotmail.com

.
  SUBGROUPS

Subgroups

Computerized Investing
Information: James Hapner, 614/823-8625
This computerized investing group meets 9:00 a.m. to 11:00 a.m. on the second Saturday of each month from September through May at Panera Bread, 875 Bethel Rd., Columbus, OH.

Individual Stocks and Mutual Funds
Information: Doug Smith, 614/885-1480
The individual stocks and mutual funds SIG meets 9:00 a.m. to
11:30 a.m. on the fourth Saturday of each month at the lower level of Park Bank, 7140 North High St., Worthington, OH.

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