Don Graves

RICP®, CLTC®, CSA, IRMAACP™

President and Founder
Housing Wealth Institute

Website: https://www.HousingWealthInstitute.com/

Session Information

Title: The Hidden Power of Housing Wealth: 5 Reverse Mortgage Ideas Changing Retirement Planning

Day: Saturday, August 23, 2025  Time: 11:15 am

Session Info

Don Graves is one of the nation’s leading experts in reverse mortgages, with 26 years of experience helping retirees and financial professionals unlock the potential of housing wealth. As a thought leader and educator, Don has conducted over 20,000 client engagements and trained more than 30,000 financial professionals on how to incorporate reverse mortgages into broader retirement income planning strategies.

Don is the author of three insightful books on reverse mortgages, including Housing Wealth: An Advisor’s Guide to Reverse Mortgages. His work simplifies complex concepts, offering practical, back-of-the-napkin strategies that help financial professionals elevate their client conversations and optimize retirement outcomes.

In 2015, Don became the first reverse mortgage professional to earn the prestigious Retirement Income Certified Professional® (RICP®) designation, which underscores his expertise in retirement income planning. In addition to holding this designation, he is also a Certified Senior Advisor (CSA)® and IRMAA Certified Planner™ (IRMAACP™).

Currently, Don serves as an instructor at The American College of Financial Services, where he creates educational content for the RICP® program and Knowledge Hub+. Through his collaboration with The American College, he empowers financial professionals to strategically incorporate reverse mortgages into their practice to address challenges such as longevity, market volatility, healthcare costs, and tax optimization.

Beyond education, Don is a sought-after speaker at national conferences, webinars, and financial advisor training events. He has worked alongside renowned thought leaders like Dr. Wade Pfau, Tom Hegna, and Ed Slott, sharing research-backed strategies that demonstrate the transformative impact of housing wealth on retirement planning.

Whether through his books, speaking engagements, or advisor coaching, Don Graves continues to shape the conversation around reverse mortgages, equipping financial professionals with the tools and knowledge to help their clients achieve greater financial security and retirement confidence.