Shelley Giordano is the Founder of the Academy for Home Equity in Financial Planning at the University of Illinois and the author of What’s the Deal with Reverse Mortgages. In her two-decade career in reverse mortgage lending, Shelley has championed ethical standards for the industry with an emphasis on introducing how housing wealth can strengthen retirement income security to financial professionals. She has been quoted in the Wall Street Journal, Kiplinger, Time, and the New York Times She speaks extensively for financial institutions.

Shelley earned a BA from the College of William and Mary in Virginia and an MA from Old Dominion University. She splits her time between Washington, DC, and her farm in Warrenton, VA, and is nuts for her Australian Shepherds, Scout and Harper.

Advisors have an opportunity to provide leading-edge advice for their Boomer clients interested in moving. According to the National Association of Realtors, 39% of all home sales are initiated by Boomers. For a significant number of your clients, it is possible that they would welcome a conversation with you on how an innovative variation of a reverse mortgage can accomplish their housing goals while strengthening their retirement security. Join us for a presentation on the Lifestyle Home Loan and learn: 

1. How LHL financing is calculated
2. Why the LHL is safe for your client
3. How to discuss with your client how the LHL works at the outset and in the future
4. How the LHL reduces the burden of a cash purchase
5. How the LHL increases the amount of house your client can purchase without sacrificing cash flow
6. How the LHL contributes to the goal of fewer fixed expenses for greater financial security

Attendees will earn 1 CFP^® CE credit.