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Be a Financial Family Friend: Digital Strategies to Find Home Equity Opportunities

Duration:

60 Minutes

Description:

The Worthwhile Webinar series is about giving back to the community. All money raised by this webinar will go directly to United Help Ukraine which provides medical aid and humanitarian relief to the people of Ukraine.

Sales Boomerang + Mortgage Coach, BlackFin Group, BeSmartee, and Sales Boomerang’s Alex Kutsishin will each match up to $1,000 of donations. 

Over the next few decades, history’s largest intergenerational wealth transfer will pass more than $30 trillion from Baby Boomers to Millennials and Generation X. Until then, Generation X remains in the middle of an enormous generational wealth disparity, with many in this ‘sandwich generation’ supporting both their adult Millennial children and their elderly Boomer parents. A looming retirement crisis is also expected to leave countless Americans with insufficient savings to live comfortably after retirement. 

Fortunately, many homeowners aged 62 and older can reduce the financial burden on their adult children by converting their home equity into cash through a reverse mortgage. While reverse mortgages can be a great product to market to Gen X and Boomers as a way to access additional retirement funds, it’s critical that lenders ensure borrowers and their families understand all the requirements reverse mortgages entail. 

Sales Boomerang + Mortgage Coach’s Alex Kutsishin and Dave Savage are joined by Wendy Peel and Suha Zehl of BlackFin Group and Tim Nguyen of BeSmartee to discuss the retirement crisis, responsible uses of home equity and digital strategies to provide personalized financial education to every generation of consumers. 

Registration for this webinar included an optional $10 donation which, along with the company matches noted above will go directly to United Help Ukraine’s humanitarian programs. 

Speakers
Alex Kutsishin
Chief Visionary Officer
Tim Nguyen
CEO
Dave Savage
Chief Innovation Officer
Wendy Peel
Managing Director
Suha Zehl
Chief Innovation Officer

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