Using Housing Wealth to Improve Financial Outcomes in Retirement – a luncheon at Left Bank Brasserie

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties remain homeowners with NO mortgage payments due Bring […]

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May 24th HECM for Purchase Free Realtor Certification Course

Your invited to be a part of Retirement Funding Solutions’ Free Realtor Certification Course to learn how to use the FHA-insured Home Equity Conversion Mortgage (the revamped former reverse mortgage) (HECM) for Purchase Training Webinar on Wednesday, May 24th from 11 AM – 1 PM. To Register, go to https://register.gotowebinar.com/register/4009771953593777155 and indicate Mary Jo Lafaye referred you.

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Using Housing Wealth to Create a More Comfortable Retirement

Join us to understand more about the FHA-insured Home Equity Conversion Mortgage (HECM)— the completely revamped version of the former reverse mortgage. How do I qualify for this flexible & deferred-repayment credit line? How much can I receive? How has the program evolved? Bring your questions, your neighbor, your advisor Presented by: Mary Jo Lafaye, nmls #246222, […]

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Using Housing Wealth to Improve Financial Outcomes in Retirement

Home Equity Reverse Mortgage

Trusted Advisors, Realtors, Boomers, Seniors, and their adult children are INVITED to Learn a Little-Known Strategy to Help Retiring/Retired Homeowners Downsize, Right-size, or establish a growing line of credit to age in place and Improve Financial Outcomes in Retirement.   With 10,000 Americans turning 65 each day, homeowners over age 62 are looking for ways to decrease or […]

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Using Housing Wealth to Improve Financial Outcomes in Retirement

Trusted Advisors, Realtors, Boomers, Seniors, and their adult children are INVITED to Learn a Little-Known Strategy to Help Retiring/Retired Homeowners Downsize, Right-size, or establish a growing line of credit to age in place and Improve Financial Outcomes in Retirement.   With 10,000 Americans turning 65 each day, homeowners over age 62 are looking for ways to decrease or […]

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Using Housing Wealth to Create a More Comfortable Retirement

Join us at Left Bank Larkspur Brasserie to understand more about the FHA-insured Home Equity Conversion Mortgage (HECM)— the completely revamped version of the former reverse mortgage. How do I qualify for this flexible & deferred-repayment credit line? How much can I receive? How has the program evolved? Bring your questions, your neighbor, your advisor   […]

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Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages: The HECM for Purchase, and Related Income Tax Benefits

I’ll be presenting a class at NAPFA’s Spring Conference in Bellevue Washington May 16 – May 19th. Sessions at the conference will offer important updates on risk management, tax and retirement planning, practice management, technology, marketing and more. If you’re attending, let’s connect. You can register and see a full agenda at www.napfa.org/SpringConference. Class:  Some […]

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