Skip to main content
When
10:00 AM Pacific
11:00 AM Pacific

This web seminar is sponsored by The National Reverse Mortgage Lenders Association

Register Now
Includes complimentary CEUs

The rising costs of living present special challenges for older adults who depend on fixed incomes and retirement savings to meet their financial needs. In this webinar, speakers will identify the costs that senior homeowners encounter as they grow older – from healthcare to home repairs to daily expenses – and discuss methods for managing them by incorporating home equity into a financial plan. Leading retirement researcher Jamie Hopkins, an Associate Professor of Taxation at The American College, will explain different options for tapping home equity including downsizing, HELOCs, and reverse mortgages. Professor Hopkins will be joined by Barbara Howard, a nationally recognized gerontologist and adjunct professor at the University of Bridgeport who understands the financial demands of aging in place, and Dan Hultquist, author of Understanding Reverse and the Education Committee Co-Chair of the National Reverse Mortgage Lenders Association who will discuss how reverse mortgages work and the new consumer safeguards for borrowers and spouses.

Participants in this web seminar will be able to:

  • Understand the opportunities older homeowners have to use home equity as part of their financial strategy; 
  • List methods for freeing home equity; and,
  • List new consumer safeguards in place for reverse mortgage borrowers and spouses.

Presenters:

Jamie Hopkins, ESQ., MBA, LLM, ChFC, CLU, RICP, is an associate professor of taxation at The American College in the Retirement Income program, and co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The American College.
Peter H. Bell is the president and CEO of the National Reverse Mortgage Lenders Association (NRMLA), in Washington, D.C. Bell has a deep background as a housing policy analyst in Washington for the past 37 years. In addition to his work on reverse mortgage and retirement finance issues, he is a nationally recognized authority on affordable housing development and finance issues and is frequently called upon to testify before Congress or advise federal agencies on housing matters.

Dan Hultquist is a Certified Reverse Mortgage Professional (CRMP), and is the co-chair of NRMLA's Education Committee. He is the author of the book, “Understanding Reverse,” which answers the top questions he has received as a national reverse mortgage trainer.

 
Barbara Howard is a nationally recognized speaker and educator now providing gerontological consultation services to for-profit and not-for-profit organizations.  She was the Director, Education, MetLife Bank Reverse Mortgage Division in Westport, CT. responsible for the department that oversees the education, training and consultation services for internal and external audiences on aging, retirement and retirement funding issues.  Prior to joining MetLife Bank, Barbara worked as the Director, Gerontology for the MetLife Mature Market Institute where she provided training and education and contextualized the Institute's studies and polls.  She is currently an Adjunct Professor of Gerontology at the University of Bridgeport (CT). Barbara is an active member of the American Society on Aging and former Board member (also Chaired the Audit Committee), former board member of the Southwest CT Area Agency on Aging and the Norwalk Senior Center.