Housing Wealth & Strategic Equity Roundtable · Live on Zoom

Help Your Clients See More Options for Their Home and Retirement.

For the Realtor: recognize financing questions worth asking before a client rules out a move.
For the loan officer: explore when a reverse mortgage may fit, and when it may not.
For the financial advisor: consider housing wealth as part of the client’s wider retirement plan.

One hour of practical discussion. Wednesday, October 7, 2026 · Noon Eastern.

Reserve Your Seat →

Educational discussion only · Not financial, tax, or legal advice · Subject to full borrower review and program guidelines

Housing Wealth & Strategic Equity Roundtable
Wednesday, October 7, 2026
12:00–1:00 PM Eastern · Virtual · Free
Hosted by Rob Ziebart, CMPS · NMLS #305375
Moderated by Jonny Fowler
No access code needed. Join at www.robziebart.com/zoom at noon.

A Practical Conversation. A Useful Next Step.

The Format
Live on Zoom
The Focus
Housing Wealth
The Conversation
Your Client Questions

Hosted by Rob Ziebart and Landmark Mortgage Planners. Virtual, free and built around practical professional discussion.

Start With the Client’s Situation

The Right Question Can Change the Conversation.

A client is buying a home, considering a move or planning for retirement. Before the conversation settles on one familiar answer, there may be other options worth understanding.

The Housing Wealth & Strategic Equity Roundtable is a place for Realtors, loan officers and financial advisors to explore those questions with Rob Ziebart and the Landmark Mortgage Planners team.

Bring a question about housing wealth, a reverse mortgage or a planning situation you want to understand more clearly. Keep examples anonymous and leave out private client information.

The goal is not to make every situation fit one product. It is to understand the possibilities, the costs and obligations, and when a deeper review with the right professionals is appropriate.

Understand the client first. Explore the alternatives. Know when to bring in the right team.
What’s In It for You

Different Roles. A Shared Goal: Serve the Client Well.

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For Realtors

Help clients think through a move without assuming cash or a conventional mortgage is the only conversation.

You do not need to become a mortgage specialist. Understand what to listen for and when a financing introduction may be useful.

A more informed conversation before the client makes a decision.

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For Loan Officers

Explore questions around reverse mortgages, home purchases and existing home equity with a team that works in this area.

Discuss potential fit, tradeoffs and the next steps for a full review rather than assuming one program is right for every borrower.

A clearer way to recognize a question worth bringing to the team.

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For Financial Advisors

Consider how housing wealth may relate to a client’s liquidity, retirement income and broader financial plan.

Compare the potential uses with borrowing costs, ongoing obligations and the alternatives available to that client.

A fuller planning conversation, not a one-size-fits-all recommendation.

Educational discussion only. Any strategy requires an individual review with the client’s financial, tax and legal professionals as appropriate.

Questions Worth Asking

Start With What the Client Wants to Accomplish.

Client SituationA Useful QuestionThe Next Conversation
Buying a homeHow much cash does the client want to keep available after the purchase?Compare financing choices in the context of the full plan.
Planning for retirementWhat role, if any, should the home play in future cash-flow planning?Discuss potential uses, costs and long-term tradeoffs.
Considering a reverse mortgageDoes it fit this client’s goals, circumstances and responsibilities?Review eligibility, alternatives and ongoing obligations.
Making an introductionWhat does the client want help understanding before deciding?Connect the right professionals around that question.

A HECM is a loan that must be repaid. Interest and mortgage insurance accrue to the balance, and borrowers remain responsible for taxes, insurance, maintenance, applicable HOA charges and principal-residence occupancy.

Paying cash, using another loan or making no change may be the right answer. Every situation requires individual review and is subject to program guidelines.

Bring Your Questions

A Working Conversation, Not Just Another Presentation.

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Bring an anonymous client situation you want to understand more clearly.
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Ask about the potential uses and limitations of a reverse mortgage.
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Discuss the questions to ask before making a financing or planning introduction.
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Connect with professionals looking at the same client decision from different perspectives.

Join Rob Ziebart, moderator Jonny Fowler and fellow referral partners. Bring a planning question, not private client documents.

The Schedule

Two Calls a Month. Back to Back.

DateSessionWho Comes
Wed, Oct 7Referral partner sessionRealtors, loan officers, financial advisors
Wed, Oct 14Bring a clientYour clients and past customers
Wed, Nov 4Referral partner sessionRealtors, loan officers, financial advisors
Wed, Nov 11Bring a clientYour clients and past customers
Wed, Dec 2Referral partner sessionRealtors, loan officers, financial advisors
Wed, Dec 9Bring a clientYour clients and past customers

Every session is at 12:00 PM Eastern, virtual, and free. Same Zoom link every time, no access code.

The first Wednesday is for referral partners. The following Wednesday is the bring-a-client session, with a more introductory conversation for clients and past customers.

Reserve Your Seat

Bring a Question. Join the Conversation.

Take an hour to explore housing wealth with Rob and the Landmark team, and consider what it could mean for the people you serve.

Wed, Oct 7th
12:00 PM Eastern
Virtual · Free
Reserve Your Seat →Call Rob's Team

No access code needed. Join at www.robziebart.com/zoom at noon Eastern for the session shown above. Same link every session.

Select Reserve Your Seat to open the short registration form.