Using Housing Wealth to Improve Financial Outcomes in Retirement
SPEAKERS
Homa Rassouli
| NMLS #455497
Dr. Barry Sacks
| J.D., Ph.D. Certified Tax Specialist
We are taking a Deep Dive into one of 2019’s Hottest Topics, Using Housing Wealth to Improve Financial Outcomes in Retirement. With most American’s holding 65% or more of their overall wealth in home equity, this is need-to-know information.
Dr. Sacks will be discussing the impact tax aspects have while using housing wealth strategies.
MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THESE ACTIVITIES HAVE BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1 HOUR (PER CLASS).
1.0 CLE | General
Choice of 2 entrees from Magnolia Park Cafe
Farmhouse Salad or Roast Turkey Sandwich
Contact
Kiersten Ross | Email
Mee Mee Wong | Email