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. […]

Continue reading


Increase Sales With Senior Home Buyers

Marin County Realtor Certification

Increase Sales with the Silver Tsunami by Marin Association of REALTORS® Presented by MAR 2017 Affiliate of the Year: Mary Jo Lafaye, Retirement Funding Solutions Event Info Title of Event: Increase Sales with the Silver Tsunami Date: March 16th, 2018 Time: 9:30 am – 11:00 am Location: https://www.google.com/maps?hl&q=40+Mitchell+Blvd+San+Rafael+CA+94903 MAR Office 40 Mitchell Blvd San Rafael, […]

Continue reading


Who Is Jay Coulter?

Jay Coulter Retirement Planning Podcast

Podcast & FREE Book! Listen to this podcast and win a free book: https://www.jaycoulter.com/single-post/pfau Retirement Income Planning Guru, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Win a free copy of Dr. Pfau’s book, “A Researcher’s Guide to Reverse Mortgages; How to Use Reverse Mortgages to Secure Your […]

Continue reading


Get Your Realtor Certification And Learn To Capture Sales

Get Your Realtor Certification

Event Info Date: February 16, 2018 Time: 9:30 am – 11:00 am and Date: March 16th, 2018 Time: 9:30 am – 11:00 am Location: https://www.google.com/maps?hl&q=40+Mitchell+Blvd+San+Rafael+CA+94903 MAR Office 40 Mitchell Blvd San Rafael, CA 94903 Get Tickets https://www.eventbrite.com/e/increase-sales-with-the-silver-tsunami-tickets-42583016950 Course Information http://marincountyrealtors.com/index.php?src=events&submenu=Calendar&srctype=detail&category=LiveClasses&refno=1071 Increase Sales with The Silver Tsunami 22% of all home sales last year involved homeowners […]

Continue reading


Connect & Influence – Relationship Management Webinar

Reverse Mortgage Relationship Management Webinar

Presented by Jay Coulter About Our Speaker Jay Coulter is the Founder of Pinger Systems, a training and technology firm focused on teaching sales professionals and teams how to implement relationship management systems that expand their professional network and personal brand. He also has a consulting practice focused on working with high performing financial advisors […]

Continue reading


10 Things Eliminating A Mandatory Mortgage Payment Does For Retirement Security And Enjoyment

Join us Wednesday, August 23rd for the “10 Things Eliminating a Mandatory Mortgage Payment Does for Retirement Security and Enjoyment” Webinar. When: Wednesday, August 23rd @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions […]

Continue reading


Divorce In Later Years – Managing The Marital Housing Asset, A Webinar

Join us Wednesday, August 16th for the “Divorce in Later Years – Managing the Marital Housing Asset” webinar. When: Wednesday, August 16th @ 10:00 AM – 11:00 AM PDT Class Presenter: Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert Hosted by: Retirement Funding Solutions and Mary Jo […]

Continue reading


Using Housing Wealth to Improve Financial Outcomes in Retirement, a Webinar

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:  Protect Your Investments during Market Downturns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties […]

Continue reading