EPISODE · Aug 9, 2022 · 35 MIN
Coffee Break with C2P: Using Home Equity in a Holistic Plan
from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors
In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.
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Coffee Break with C2P: Using Home Equity in a Holistic Plan
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