
Description
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.
CRN-3677320-071921
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