Insights for 2026 Economic Outlook

Home Equity

Strategy Summit

March 12th, 2026 | Lone Tree, CO | Seasons 52 | 2 Hours of CE Credit

An Exclusive Afternoon of Learning, Strategy & Standout Speakers

12pm-3pm | 8325 Park Meadows Center Dr, Lone Tree, CO | Lunch Provided

Join us for the Home Equity Strategy Summit—an elevated midday experience featuring CE-accredited education for CFP's and Real Estate Agent's, expert-led sessions, and great food in a relaxed, hosted lunch setting. Explore how strategic use of home equity can unlock new opportunities for your clients while growing your business.

Meet Our Speakers

Dr. Wade Pfau

Founder of RISA®

Dr. Wade Pfau is a nationally recognized retirement income expert and researcher, specializing in home equity strategies, reverse mortgages, and sustainable retirement planning, helping advisors integrate housing wealth into holistic, client-focused retirement income solutions.

Dr. Bill Craighead

Director, UCCS Economic Forum

Bill Craighead is Director of the UCCS Economic Forum, bringing nearly two decades of academic experience in macroeconomics. He provides data-driven analysis on local, state, and national economic trends through research, media commentary, and the Weekly Economic Snapshot series.

Register Now

Meet Your Hosts

Brian & Allison Thenhaus

Brian and Allison Thenhaus bring over 25 years of combined experience in finance, currently serving as trusted loan officers and real estate professionals focused on client-centric home equity strategies.