The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


Coffee Break with C2P: Using Home Equity in a Holistic Plan

August 09, 2022

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.