Join us for this educational session on ways to intelligently utilize your home equity in your retirement plan. In our time together we will share a case study story about a family that is faced with multiple financial decisions over their 30 years in retirement. By including their home equity, they are able to:
- Bypass the need for investment withdraws during a down market
- Access liquidity and cash flow to offset risk of long-term care need
- Provide for a more stable and flexible retirement
- Provide an accelerated inheritance to kids during life
- And a bit more…!
Ryan Ponsford has been involved in wealth management, real estate, business building, and philanthropy for over two decades. With American Advisors Group (AAG), he leads a team specializing in designing solutions and education on how to effectively integrate home equity into retirement strategies.
Ryan graduated from Point Loma Nazarene University with a degree in Industrial-Organizational Psychology and extensive coursework in Chemistry. He holds securities and insurance licenses, is a Real Estate Broker, and holds multiple industry certifications.
We’re excited to have Ryan back to speak, and we hope you can make it.
AAG is not affiliated with either Continuum Consulting Group or Lincoln Financial Advisors
Date and Time
Thu, Jul 29, 2021
11:00a - 12:00p PST