Using Housing Wealth To Improve Financial Outcomes In Retirement

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, thousands of local homeowners over age 62 are looking for ways to decrease or eliminate their monthly financial obligations (mortgage payments) and beef up their retirement nest egg. Learn how you can help them achieve this goal — and dramatically improve financial outcomes in retirement.

Class Presenter: Mary Jo Lafaye, nmls #246222, HECM/Jumbo Reverse Mortgage Specialist

Cost: Free Breakfast

 

Continental breakfast will be served

Choose from several different event dates and locations:

When: Wednesday, Sept. 6th, 2017 @ 9:30 a.m. – 11:00 a.m.

Where: Retirement Funding Solutions, 1101 Fifth Avenue, Ste 150A, San Rafael, CA

Or

When: Tuesday, Sept. 19th, 2017 @ 9:00 a.m. – 11:00 a.m.

Where: Piatti Restaurant, 625 Redwood Highway, Mill Valley, CA

Or

When: Tuesday, Oct. 3rd, 2017 @ 9:30 a.m. – 11:00 a.m.

Where: Marin Association of Realtors, 40 Mitchell Blvd, San Rafael, CA

Or

When: Friday, Dec. 8th, 2017 @ 9:30 a.m. – 11:00 a.m.

Where: Marin Association of Realtors, 40 Mitchell Blvd, San Rafael, CA

 

To Register for the Sept. 6th seminar click HERE

To Register for the Sept. 19th seminar click HERE

To Register for the Oct. 3rd seminar click HERE

To Register for the Dec. 8th seminar click HERE

 

If you have any questions, please call or email class presenter, Mary Jo Lafaye, 415-259-4979 info@MaryJoLafaye.com

For a list of Upcoming Events, please click HERE

Synergy One Lending, Inc. dba Retirement Funding Solutions. NMLS ID 1025894. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act – License #4131356. These materials are not from, and were not approved by, HUD or FHA. Mary Jo Lafaye, NMLS ID 246222.