In partnership with industry leaders, HomeEquity Bank is excited to delve deeper into research findings from the Canadian Foundation for Financial Planning (CFFP) and the University of Lethbridge.

Join Part 3 of our webinar series: "CHIP, HELOC, and Downsizing: Diving in with Use Cases and Product Details”, where we will build upon previous sessions and spotlight the three primary home equity release products: the CHIP Reverse Mortgage, HELOCs, and downsizing. This time, we will dive deeper by exploring real-life use cases and product specifics to empower you with comprehensive knowledge.

During this 1-hour session, we will:

• Address the retirement financial shortfall in Canada
• Discuss financial considerations for maintaining desired lifestyles in retirement, drawing from recent insights shared in a Deloitte study
• Present and analyze technical and real-life scenarios comparing CHIP, HELOCs, and downsizing
• Explore the nuances of each option and how they intersect with various financial objectives and situations
• Engage with audience questions regarding the comparison and customer experiences

​​​​Webinar Panelists

Moderator:

·         Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank

Special Guests:

·         Andrew Hamer, Partner, Banking Industry Lead, Deloitte Canada

·         Jeff Thorsteinson, Vice President, Wealth Management, HomeEquity Bank

Webinar Details:

Date: Thursday, May 23, 2024

Time: 3:00pm ET / 12:00pm PT

REGISTER NOW!

If you're looking for more information about the webinar or how the CHIP Reverse mortgage by HomeEquity Bank can help you grow your business, please don't hesitate to reach out to me.

Don’t miss out! This webinar will provide valuable insights that can enhance your client offerings and deepen your understanding of home equity release strategies. Please mark your calendar for this important event.

Please don’t hesitate to contact me if you have any questions about this webinar, and we look forward to your participation.