06/04/2026
π’ FINANCIAL PROFESSIONALS π’
Housing wealth is one of the most underutilized assets in affluent retirement planning. Many advisors focus on needs-based applications, but there's a much broader opportunity for mass affluent and high-net-worth clients pursuing wants-based goals.
Join Stephen R. Pepe, Longbridge Financial Reverse Mortgage Consultant, for our upcoming CE webinar: Leveraging Housing Wealth in Affluent Retirement Planning. He'll explore advanced strategies for portfolio diversification, liquidity creation, and legacy planning, without liquidating client assets.
Don't miss this chance to earn CE credit and bring a powerful new dimension to your retirement planning conversations.
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Wednesday, June 24, 2026 | 10:00β11:00 AM PT | 1:00β2:00 PM ET
π Earn 1 CE credit (CFP, RICP, CLU, ChFC, and CFFP/Kaplan)
π https://bit.ly/4xaNBwO