Advocis Coffee Talks 82: The Role of Reverse Mortgages in Retirement and Estate Planning

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

In our March episode of Coffee Talks, Andrew Cairns, National Lead – Wealth Management, HomeEquity Bank and Kate Phillips, Business Development Manager, Wealth, South West Ontario at HomeEquity Bank, discuss the evolving role of reverse mortgages in financial planning. Attendees gained valuable insights into how reverse mortgages can enhance client retention, address retirement income needs, and provide financial flexibility for aging Canadians.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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