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Reverse Mortgages & Forward Savings:

Flip sides of the same 2023 coin? This webinar will tackle the growing demand for reverse mortgages in Canada and the benefits they bring both the older and younger generation of homeowner. We will also discuss how home equity can serve as a reliable source of income in retirement, especially in times of economic uncertainty. Our expert speakers will share their insights and offer valuable tips on how to make the most of your home equity and achieve a secure and comfortable retirement.

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Speakers

Pat Casullo LinkedIn
Pat Casullo Senior Sales Account Manager
Jackie Uy Ham Lee LinkedIn
Jackie Uy Ham Lee VP, Growth Businesses, Personal Banking Lending
Wayne Kainu LinkedIn
Wayne Kainu Head of Mortgages
Clive Coke LinkedIn
Clive Coke Regional Vice President

Sponsors

Agenda

3:30 PM ET

3:30 - 4:30

Reverse Mortgages & Forward Savings

This timely webinar that looks at Reverse Mortgages and how freeing up capital can be tied into the to retirement funding. With record-high inflation, unpredictable markets, and declining investment portfolios, Canadians are starting to realize that they may have underestimated the cost of retirement. We explore how home equity is becoming an increasingly vital aspect of personal wealth and can offer alternative strategies for funding retirement.

  • LinkedIn
    Jackie Uy Ham Lee

    VP, Growth Businesses, Personal Banking Lending

    EQ Bank

    Moderator
  • LinkedIn
    Pat Casullo

    Senior Sales Account Manager

    Portfolio+

    Speaker
  • LinkedIn
    Wayne Kainu

    Head of Mortgages

    Neo Financial

    Speaker
  • LinkedIn
    Clive Coke

    Regional Vice President

    HomeEquity Bank

    Speaker

Details

Date

September 21st, 2023

Time

3:30 PM - 5:00 PM

Venue

Webinar