HECM For Purchase Webinar

HECM For Purchase Webinar

HECM For Purchase Program Webinar Presented by: Mary Jo Lafaye of Retirement Funding Solutions (RFS) Event Info Date: Wednesday, June 27th, 2018 Time: 9:00 AM – 11:00 AM Pacific time. Register Here http://rfslends.com/realtor-webinars/ Event Description Learn how you can sell more homes by offering the HECM for Purchase Program to your clients 62+. Imagine showing […]

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CFP BOARD Ethics Education Webinar

Financial Planning Webinar

Complimentary CFP Board of ETHICS TRAINING Presented by Maguerita Cheng Event Info Date: May 15, 2018 Time: 9AM – 11AM PT 12PM – 2PM ET Register Here https://register.gotowebinar.com/register/1670741293806928897/ Event Description This exclusive program is approved for 2.00 hours of CFP® Ethics Continuing Education Credit. Submit your CFP ID upon registration to be eligible. Attendees of […]

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Buy Your Dream Home, Preserve Your Cash And Make No Monthly Mortgage Payment

Right-sized Home Buyers

Tom And Sarah Are Right-sizing Boomers Increase your Purchasing Power and buy the house you really want- with fewer financial worries and limitations. Designed specifically for home buyers who are age 62 and older, our H4P program can help you buy the right-sized home for you, while preserving your savings. Realtor Resources Learn more in […]

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Health Care And Long-Term Care Webinar

Health Care And Long-Term Care Webinar

Health Care and Long-Term Care with Guest Speaker, Dan McGrath Join best-selling author, Dan McGrath (What You Don’t Know About Retirement Will Hurt You), as he teaches advisors how to protect their clients’ greatest asset—their health. Discover how health coverage for retirees impacts retirement income planning, especially Social Security benefits, and prepares your clients for […]

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Housing Wealth To Improve Financial Outcomes

Reverse Mortgage Specialist In Corte Madera

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement – Corte Madera Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: Wednesday, March 28, 2018 Time: 10:00 a.m. – 11:30 a.m. Location: Town Center Corte […]

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Improve Financial Outcomes In Retirement

Improve Financial Outcomes In Retirement

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: March 27, 2018 Time: 11:00 am – 12:30 pm ET Location: Peninsula Family YMCA 1877 S. Grant […]

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How Much Can I Spend In Retirement?

Retirement Income Planning or Seniors

A Webinar Presentation by Dr. Wade Pfau, Ph.D., CFA This webinar session will focus on the probability-based school of thought regarding retirement income. Developed by financial planners since the 1990s, the concept of safe withdrawal rates, specifically the 4% Rule, which was developed from William Bengen’s analysis of the U.S. historical data, will be discussed. […]

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