Vice President Retirement Strategies
Finance of America
As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.
Steve is also an independent wealth advisor since 1994 and will often include a reverse mortgage in his retirement plans to manage cash flow, income taxes, distributions and more to help safeguard and enhance both retirement and legacy objectives.
Steve is a subject expert source, interviewed by numerous media outlets, and is a frequent speaker at both national and regional professional conferences.
Disclosure information not submitted.
Does a Reverse Mortgage Have a Place in Retirement Planning?
Thursday, September 19, 2024
2:00 PM - 3:00 PM EDT