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.

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AAG is not affiliated with either Continuum Consulting Group or Lincoln Financial Advisors}