Page 1 - AAG174_Monitizing Home Equity Webinar Flyer

Ryan Ponsford
Ryan Ponsford
has been
involved
in wealth
management,
Monetizing Home real estate, business building, and
philanthropy for over two decades.
From designing strategic solutions
Equity to Benefit Clients for some of our nation’s wealthiest
families, creating business systems

and Your Business for rapidly growing companies,
and founding and expanding Main
Street Philanthropy, a non-profit
organization, across the nation,
his experience is extensive, yet
With home equity representing the largest asset on many of your clients’ built upon a repeatable set of core
balance sheets, doesn’t it seem prudent to consider responsible and effective principles.
ways to include it in your plan design? Join us as we share solutions and case Ryan has been recognized as a
studies designed by advisors, for advisors, to uncover risk mitigation strategies thought leader, disrupter, and
innovator in designing purpose-
you may not know exist. driven financial solutions that
integrate illiquid assets, multi-
In this 60-minute, CE approved session, we’ll discuss: generational wealth strategies,
and inclusion of real estate into
retirement solutions. With American
Why home equity matters Advisors Group, he leads a team
How home equity is being used by clients and their advisors specializing in designing solutions
and education for financial
Traps, hurdles, and hidden fees professionals on how to effectively
integrate home equity into
The impact on your business retirement strategies.

“The biggest item households often have on their balance sheet— Hank Sanders
their home—is ironically also the one most commonly overlooked Hank began
his career in
in a goals-based financial plan. When home equity is ignored, that financial services
as a Financial
can cause households to make suboptimal decisions.” Consultant
with Merrill Lynch, Pierce, Fenner &
- Morgan Stanley Wealth Management, Retirement and Wealth Based Solutions, March 20, 2020 Smith in 1986. Just over one year
into his career, Black Monday reset
the entire industry’s perspective
of investment risk and had a
tremendous impact on Hank’s
For more information! approach to serving his clients.
Hank began to redefine his
Email: advisorsupport@aag.com business, taking a holistic approach
in designing comprehensive
financial plans, investment solutions
REGISTER ONLINE: and strategies based on the client’s
prioritized goals for the one life they
https://aag.expert/MonetizingHomeEquity get to live, while targeting the least
amount of risk necessary.
When he joined the team at AAG to
educate industry professionals on
the integration of housing wealth
strategies into comprehensive
planning for the mass affluent
retiree, Hank knew he could have
a great impact on the industry
and, potentially, thousands of
lives. Today, as a Strategic Business
Specialist for AAG, Hank specializes
For industry professionals only – not intended for distribution to the general public. in educating, supporting, and
American Advisors Group, NMLS #9392, headquartered at 3800 W. Chapman Ave, 3rd & 7th floors, Orange, CA 92868. developing relationships with
License information on www.nmisconsumeraccess.org and www.aag.com/disclosure financial advisors.
AAG174