If you, a loved one, or a client are 62 or nearing retirement – this free informational community event is for you. Join us – and bring your retirement income questions – to learn what Jane Bryant Quinn and other academic researchers on retirement income strategies are saying about where home equity fits into a […]
Events
Retirement Income and Planning for Quality Care
Learn what Jane Bryant Quinn says about where home equity fits into a thoughtful 30-year retirement plan. With 10,000 Americans turning 65 each day, understanding current retirement planning strategies is crucial to success. This class will teach you the Top Five Things to Consider when choosing how to maximize your retirement income, strategies for paying […]
Several New (and surprisingly beneficial) Uses for Reverse Mortgages in: Gray Divorce, Retirement Income Planning, Settling Estates, BK13 and Solving for Foreclosure
Tuesday, July 19th @ 12:00 pm – 1:30 pm, San Rafael Attention Marin County Bar Association Members -Family Section and Others Speakers: Mary Jo Lafaye, nmls #246222, HECM Reverse Mortgage Specialist and Barry H. Sacks, J.D., Ph.D. “Gray Divorce” is increasing. This course will focus on the evolving understanding of the use of reverse mortgages […]
June 7 Seminar for Realtors: Downsize & Increase Retirement Income Security
The Silver Tsunami is Here! REALTORS® looking to Increase Their Sales are INVITED to Learn a Little-Known Strategy to Help Senior Homeowners Downsize to Increase Retirement Income Security. Tap into the fastest growing segment of our population (10,000 Americans are turning 65 each day). Join us to learn the Ins & Outs of building your business with the […]
May 26 Santa Rosa Seminar for Realtors: Downsize & Increase Retirement Income Security
The Silver Tsunami is Here! REALTORS® looking to Increase Their Sales are INVITED to Learn a Little-Known Strategy to Help Senior Homeowners Downsize to Increase Retirement Income Security. Tap into the fastest growing segment of our population (10,000 Americans are turning 65 each day). Join us to learn the Ins & Outs of building your business with the […]
May 24 Mill Valley Seminar for Realtors: Downsize & Increase Retirement Income Security
The Silver Tsunami is Here! REALTORS® looking to Increase Their Sales are INVITED to Learn a Little-Known Strategy to Help Senior Homeowners Downsize to Increase Retirement Income Security. Tap into the fastest growing segment of our population (10,000 Americans are turning 65 each day). Join us to learn the Ins & Outs of building your business with […]
May 12: Seminar for Financial and Legal Advisers in San Rafael
The Home Equity Conversion Mortgage (HECM), FHA’s revamped version of the former reverse mortgage, can help incorporate housing wealth to solve for divorce in retirement, bankruptcy, foreclosure, protecting against a poor sequence of returns. Come learn about this unique cash flow management tool. Learn how a Home Equity Conversion Mortgage HUD-guaranteed Line of Credit can substantially Increase […]
Seminar: Complimentary Lunch-n-Learn about a cash flow management tool like no other!
The Home Equity Conversion Mortgage (HECM), FHA’s revamped version of the former reverse mortgage, can help incorporate housing wealth to solve for divorce in retirement, bankruptcy, foreclosure, protecting against a poor sequence of returns. Come learn about this unique cash flow management tool. Learn how a Home Equity Conversion Mortgage HUD-guaranteed Line of Credit can substantially Increase Retirement […]
Seminar: Downsize & Increase Retirement Income Security. The Silver Tsunami is Here!
REALTORS® looking to Increase Their Sales are INVITED to Learn a Little Known Strategy to Help Senior Homeowners Downsize to Increase Retirement Income Security. Tap into the fastest growing segment of our population (10,000 Americans are turning 65 each day). Join us to learn the Ins & Outs of building your business with the local […]