TPW Getting Our Learn On!

Earlier this week we hosted a continuing education event for our Wealth Advisors focused on reverse mortgages.

Featuring Scott Roseveare, President and Founder of Live Better Financial, the session explored key benefits and potential risks of reverse mortgages, equipping our advisors with deeper knowledge to better serve TPW clients. Scott shared valuable insights on how reverse mortgages can be a strategic tool in retirement, wealth management, and tax planning, and the event reinforced our commitment to staying ahead of innovative financial trends and enhancing the expertise of our team.

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