Date/Time
4/14/2026
12:00 PM - 1:00 PM Eastern
12:00 PM - 1:00 PM Eastern
Event Type(s)
Webinars
Event Description
Registration Coming Soon! Many individuals plan to remain in their homes throughout retirement. When divorce occurs later in life, those plans may need to be reevaluated. Later-life divorce can introduce complex legal, financial, housing, and personal considerations, particularly when retirement was originally structured around shared assets and income.
For some older adults, the division of marital assets may limit the ability of one or both parties to maintain homeownership. In such cases, a Home Equity Conversion Mortgage (HECM) for Purchase may be evaluated as one potential housing and financing option, subject to eligibility requirements and loan terms. This program allows qualified individuals to purchase a primary residence using a combination of personal funds and reverse mortgage proceeds, with no required monthly mortgage payments while meeting ongoing loan obligations.
In this webinar, participants will examine the role of the HECM within a financial planning context, including borrower eligibility requirements and planning considerations for appropriate use. The course will then focus on the application of HECM strategies in later-life (“grey”) divorce scenarios. Participants will review two general approaches to addressing marital residence while considering portfolio preservation objectives. Case-based examples will be used to illustrate outcomes associated with retaining the marital home through a spousal buyout or selling the marital residence and using divided assets to acquire separate primary residences without required monthly mortgage payments, subject to loan terms and conditions.
For some older adults, the division of marital assets may limit the ability of one or both parties to maintain homeownership. In such cases, a Home Equity Conversion Mortgage (HECM) for Purchase may be evaluated as one potential housing and financing option, subject to eligibility requirements and loan terms. This program allows qualified individuals to purchase a primary residence using a combination of personal funds and reverse mortgage proceeds, with no required monthly mortgage payments while meeting ongoing loan obligations.
In this webinar, participants will examine the role of the HECM within a financial planning context, including borrower eligibility requirements and planning considerations for appropriate use. The course will then focus on the application of HECM strategies in later-life (“grey”) divorce scenarios. Participants will review two general approaches to addressing marital residence while considering portfolio preservation objectives. Case-based examples will be used to illustrate outcomes associated with retaining the marital home through a spousal buyout or selling the marital residence and using divided assets to acquire separate primary residences without required monthly mortgage payments, subject to loan terms and conditions.
Location
Setting: Live Virtual
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