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NAIFA WEBINAR SERIES

NAIFA-logo

 

Holistic Advising Using Home Equity

Home equity is often one of the largest—and most overlooked—assets in retirement planning. This session introduces a modern, research-backed approach to integrating housing wealth into financial strategies for clients age 55+. Attendees will gain a clearer understanding of how reverse mortgage strategies, when used appropriately, can improve retirement outcomes, enhance liquidity, and reduce risk—all within a fiduciary-aligned framework. 

You will learn: 
  • How to incorporate home equity into retirement planning to improve income sustainability and flexibility
  • Strategies to manage sequence-of-returns risk using a HECM line of credit
  • How reverse mortgage solutions can support tax-efficient planning, including Roth conversion strategies
  • Key considerations for evaluating suitability and integrating housing wealth within a fiduciary, compliance-first approach

This webinar establishes a foundation for home equity integration as a planning strategy to address key client risks, including underestimating healthcare and longevity expenses, concern about depleting assets, and uncertainty about retirement readiness.


REGISTER

This Webinar is Sponsored by 

Fairway Home Mortgage_logo__Horizontal_Green

Continuing Education & additional information provided below.

Thursday, May 28, 2026

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59.00 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKERS

George Bain

Vice-President Reverse Lending Initiatives

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Vice-President Reverse Lending Initiatives

George Bain

George Bain is a trusted leader in the mortgage industry with over 30 years of experience, specializing in reverse mortgage loan planning. He is dedicated to helping clients and financial professionals unlock the full potential of home equity as part of a comprehensive retirement strategy. As a seasoned mortgage originator (NMLS 235279) and Vice-President Reverse Lending Initiatives at Fairway Home Mortgage, George is respected professional in the reverse mortgage space and brings deep expertise and practical insight to every presentation.

 

Gabrielle Gregoline

Home Equity Wealth Specialist

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Home Equity Wealth Specialist

Gabrielle Gregoline

At the core of Gabrielle's work is a simple belief. Your home isn’t just where you live, it can also be one of your most valuable financial assets when used wisely. As a Home Equity Wealth Specialist (NMLS 1849122), Gabrielle focuses on helping both financial advisors and consumers unlock the often-overlooked potential of housing wealth. Sharing with others on how to strategically utilize home equity as a powerful financial tool—whether it’s enhancing retirement income, improving cash flow, or creating greater financial flexibility.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of retirement planning using housing wealth
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

Thank you Sponsors!

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Arlington, VA 22209
Phone: 877-866-2432
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