HERO EDUCATION
Three Sessions. One Practical Framework.
Build a practical understanding of how housing wealth and retirement mortgage options work, where they may intersect with broader retirement planning, and how to recognize when additional analysis may deserve consideration.
Choose Your HERO Education Session
Select each session below to review the session details and register. Each session has its own course page and enrollment.
Build a foundational understanding of today’s Home Equity Conversion Mortgage and the safeguards, responsibilities, and planning considerations that shape how it works.
FOUNDATIONAL SESSION
Applying Home Equity Planning Strategies: Explore retirement case studies that demonstrate where housing wealth may intersect with income planning, liquidity management, risk, and legacy considerations.
PLANNING STRATEGIES
HERO Practice Integration: Learn how to recognize appropriate planning conversations, collaborate with retirement mortgage professionals, and integrate housing wealth discussions into an existing advisory practice.
PRACTICE INTEGRATION
Questions About the HERO Education Series
Review the answers below for information about registration, attendance, CFP® continuing education, and HERO Network eligibility.
Advisors, see how housing wealth fits into your clients' retirement plans. Homeowners, see how your home equity fits into your bigger retirement picture. Fill out the form below and our team will be in touch to connect you with a HERO Professional.
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HERO provides educational information only and does not provide tax, legal, investment, or financial advice. Please consult your tax, legal, and financial professionals regarding your specific circumstances. Mortgage related guidance, including Home Equity Conversion Mortgages and other housing wealth strategies, should be provided by a qualified Retirement Mortgage Professional. If a Home Equity Conversion Mortgage is considered, qualification is required and additional restrictions apply. Borrowers must continue to pay property charges, including property taxes, homeowners insurance, and maintenance, occupy the property as their principal residence, and meet all other loan obligations. If these obligations are not met, the loan may need to be repaid. This educational website and any related webinar do not determine mortgage eligibility, available proceeds, or suitability and do not provide a commitment to lend.