Who should attend? Any homeowner 60+ living in Marin and surrounding areas. What will you learn? New and improved ways to create a sustainable supply of cash to fund your retirement Key Takeaways: Retirement can be a maze of choices to evaluate and explore. In this free workshop, we will shine a light on the […]
Bay Area Retirement Cash Flow Events
Need More Retirement Cash Flow? I have 2 upcoming events where you can learn the latest on using your home wealth to live better. Event 1 – February 21 “7 Ways to Put Your Housing Wealth to Work for a Better Retirement” Coffee Talk Where: Retirement Funding Solutions 1000 Fourth Street Suite 875 San Rafael, […]
REALTOR Wine & Learn: INCAVO Happy Hour and Boomer Business Builder Class
On Tuesday, January 29, 2019, I have two special events where REALTORS can learn about an exciting tool to increase your sales in 2019 and enjoy a free drink and hors d’oeuvres at INCAVO on me! MAR HECM for Purchase REALTOR® Training Learn how to add this exciting new sales strategy to your toolkit, in […]
Realtor Certification Course Webinar
HECM For Purchase Realtor Certification Course Webinar Join us Tuesday, January 22nd, to learn how you can sell more homes by offering the HECM for Purchase Program for your clients age 62+! When: Tuesday, January 22nd 10:00 AM – 12:00 PM PST 1:00 PM – 3:00 PM EST In The Webinar We Will Cover: […]
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 […]
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 […]
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 or in a New One-level home Closer to Family. 10,000 Americans will turn 65 each day for the next 15 years! Today, […]
HECM for Purchase Free Realtor Certification Course, a Webinar
Join us Wednesday, July 26h for the “HECM for Purchase Free Realtor Certification Course” webinar. When: Wednesday, July 26th @ 11:00 AM – 1:00 PM PDT TO REGISTER, click HERE and indicate Mary Jo Lafaye invited you.
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 […]
The New HECM for Purchase (H4P), a Webinar
Join Retirement Funding Solutions for this educational webinar facilitated by Don Graves, RICP, Adjunct Professor of Retirement Income; The American College and noted Reverse Mortgage Expert. In this webinar, Don Graves will discuss the following: Creating New Investable Dollars and Retirement Efficiencies {Legally and Compliantly} The HECM as a Home Purchase tool (H4P) is now regarded […]