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financial PLANNING EDUCATIONAL SERIES 

Lunch Webinar:

A half dozen uses for reverse mortgages

Event Information:

Date: February 5th, 2024 

Time: 12:00 PM

Location: Virtual - Webinar log in details will be sent after registering


        Stephen Pepe

Stephen R. Pepe, NMLS# 485943 is a Reverse Mortgage Consultant based in Milford, MA.  He earned his JD from Suffolk University Law School in 1998 and, in 2006, pivoted his career to originating reverse mortgages.  Steve is a former AARP Foundation-certified reverse mortgage counselor and an active member of various professional associations and bar associations.  Steve is a frequent contributor in print, radio, and television, as well as a CLE lecturer on the topic of reverse mortgages. 

Join Steve as he reviews the basic features of the FHA-insured Home Equity Conversion Mortgage (HECM) and demonstrates six scenarios where monetizing home equity through a HECM can be an effective solution for homeowners aged 62+.  Those scenarios include:

  • Improving liquidity
  • Paying off other consumer debt like mortgages, home equity loans, and credit cards
  • Planning for changing healthcare needs
  • Mitigating sequence of return risk
  • Grey divorce
  • Purchasing a new home


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