Homeownership Strategies for Adult Children - Part 2

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Concurrent Session
11/2/2024
9:45 AM - 10:45 AM
Broadway Ballroom B

In this session, we’ll tackle a common challenge: helping clients understand when their adult children can qualify to buy a home. Many advisors find it difficult to provide clear answers to this question, and that’s completely normal.
During our time together, you’ll gain valuable insights into communication strategies and knowledge to help you advise your clients on how to support their adult child's homebuying journey. 
As I introduce the concept of Get Wyz, a new program designed to assist first-time homebuyers by providing automated insights on homebuying eligibility, I encourage you to share your thoughts and suggestions. Your feedback will be invaluable in shaping resources that truly meet the needs of both advisors and clients.

Learning Objectives:

  1. Examine common challenges advisors face when helping clients understand their adult children’s homebuying eligibility.
  2. Formulate effective communication strategies when advising clients on supporting their young adult children throughout the homebuying journey.
  3. Contribute to the feedback needed to shape the development of a new automated tool for first-time homebuyers to meet the needs of advisors and clients.