
House Rich and needing more Liquidity to afford your Lifestyle? Stay in your current home, Right-size or move closer to family. Wednesday May 31st 12:00pm to 1:00pm + Q&A LEARN MORE
House Rich and needing more Liquidity to afford your Lifestyle? Stay in your current home, Right-size or move closer to family. Wednesday May 31st 12:00pm to 1:00pm + Q&A LEARN MORE
Friday April 28th, 2023 11:00am – 1:00pm Acqua Hotel 55 Redwood Hwy, Mill Valley, CA 94941 Lunch will be served. LEARN MORE
Need more sales this year? Help the untapped market of Boomer & Senior sellers looking to cash in on current high sale prices. ⭐️REGISTER HERE ⭐️ How can you win the listing? By knowing effective strategies for one of California’s biggest Retirement Challenges: Learn how your clients’ can combine the IRC Section 121 with the […]
You’re in the right place if you are one of the many to retire with a mortgage payment due every month, or your largest asset for your retirement is the equity in your house. I will share with you the many options you have to create your best life in your golden years. I will […]
This is for informational purposes only, does not constitute as individual investment advice, is not a guarantee, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate […]
Join me for my Complimentary Realtor Certification Course! Register even if you cannot attend and we will send you a condensed version to watch at your leisure Are you tired of presenting offers and not getting paid? There are approx. 1.6 MILLION houses off the market because Boomers are opting to age in place (see […]
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 […]
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, […]
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 […]
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: […]