NEMA REGION: Massachusetts Local Group will host a program on Integrating Housing Wealth into Comprehensive Financial Planning on Thursday, March 19 from 10-11 am ET.
For more information on this program and to RSVP, visit the Massachusetts Local Group community page.
Program Summary: This program examines the role of housing wealth within modern retirement income planning and explores how Home Equity Conversion Mortgages function from a structural, tax, and risk management perspective. Advisors will review current retirement challenges including longevity, inflation, market volatility, and mortgage obligations, and evaluate how home equity may influence cash flow modeling and sustainability analysis. Through case study application, participants will assess both the benefits and limitations of integrating housing wealth into a comprehensive financial plan. As retirement complexity increases, advisors must understand all major asset classes, including real estate, to provide thorough and fiduciary focused guidance that enhances client outcomes.
Presenter:
Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF, Retirement Solutions Partner
Movement Mortgage
Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF is a Retirement Solutions Partner with Movement Mortgage with 25 years in the financial services industry. She previously held FINRA S24 & S53 and has extensive experience working with financial advisors on retirement income planning strategies. She is a frequent speaker at professional association events and industry conferences, focusing on risk management, retirement sustainability, and interdisciplinary collaboration.