Proposal authors can use this tool to see where they have been placed in the program agenda for an Oral or Poster Session.
Scroll down to search by the Submitter or Author Name, by Date/Time, or by Keywords.
Confirm your place in the schedule by going to the ACCI Presenter Confirm Google Sheet and marking your session with the name and email address of the author who will be attending and presenting. Each presentation must have a separate paid registraint. Contact the ACCI Office immedicately by email at admin@consumerinterests.org to report a conflict or if you have questions. Please be sure to reference the session title(s), date(s), and time(s) if you contact us.
E1a Homeownership: Should Advisors Ignore the Elephant in the Room?
Key Words
house, home, home equity, planner, advisor, housing value, advisor education, planner education, retirement
Short Description
The home is a very important part of many clients' finances, as shown here as a high likelihood of clients owning a home. Through home value perceptions and actions, homeowners make savings/spending choices and risk tolerance decisions. While clients largely use home equity to buy another home, some may use home equity funds for various consumption reasons, with some homeowners saving the equity or using it as a financial buffer. These perceptions and choices are largely due to home value estimation by homeowners. Though reverse mortgages and HELOCs have more recently been a choice given to clients, advice throughout a client’s life cycle is proposed by the paper, as it is currently not a normal part of ongoing client advice.