More flexibility for retirement
See how housing wealth could fit alongside your income and savings, helping you consider another source of funds when you need it.
A conversation for homeowners
Explore how housing wealth could give you more financial flexibility for everyday living and life’s unexpected turns.
Join Rob Ziebart for a free Housing Wealth Workshop. Learn how HECM options work, what they cost and whether they might fit your life.
Next session · Noon Eastern · Zoom
Free to attend Practical ideas Your questions welcome
You’ve built equity.
Find out what it could make possible.
Leave with a clearer picture
See how housing wealth could fit alongside your income and savings, helping you consider another source of funds when you need it.
Learn the difference between opening a HECM line of credit and drawing on it. Available credit is borrowing capacity, not investment earnings.
Understand costs, homeowner responsibilities, alternatives and the impact on your family before deciding what makes sense for you.
A HECM (Home Equity Conversion Mortgage) is a federally insured reverse mortgage loan for eligible homeowners age 62 or older. It uses your home as security and has costs and ongoing obligations. The workshop is a chance to learn; no decision to borrow is required.
A good place to begin
Choose a question for a quick explanation.
Bring it with you to the conversation.
With a HECM reverse mortgage, you keep title to your home. You must meet the loan terms, including living in the home as your principal residence, paying property taxes and homeowners insurance, and maintaining the property. Failing to meet those terms can lead to foreclosure.
General information about HECM reverse mortgages. Eligibility, costs and suitability depend on your circumstances. This is not personalized financial, tax or legal advice.
Before we meet
A welcoming space to learn, ask questions and explore how housing wealth could fit your retirement. Rob will explain the options, costs and responsibilities in practical terms, with time for your questions.
You can bring general questions. Keep account details and other private information for an individual conversation with your advisor.
Choose “Talk privately” above and tell us whether you prefer your home or our office. We will contact you to arrange the meeting; submitting a request does not book an appointment.
A reverse mortgage is a loan secured by your home. Interest and fees can increase what you owe and reduce the equity left to you or your heirs. You remain responsible for taxes, insurance, maintenance and occupancy requirements. Costs, alternatives and the circumstances that make repayment due deserve careful review.