Left Bank Classes

Using Housing Wealth to Improve Financial Outcomes in Retirement

Thank you for your interest in our class, “Using Housing Wealth to Improve Financial Outcomes in Retirement.”
Below are links to various academic research papers and articles relevant to the material presented during the class.

To schedule a webinar or class for your group, call the office of Mary Jo Lafaye 415-259-4979.
We welcome an ongoing conversation to keep you current on HECM uses and program guideline evolutions.
Happy Retirement Planning!
Mary Jo Lafaye

Case Study: Jim & John – The Tale of Two HECMs

Hidden Value of Reverse Mortgage Standby Line of Credit, Wade Pfau

Patricia Esswein – Kiplinger: HECM for Purchase

Kiplinger: Downsizing

Using Your House for Income in Retirement, Center for Retirement Research, Boston College

‘Silver’ Divorce Puts Strain On Retirement Income


Reverse Mortgage Specialist

Mary Jo Lafaye is an FHA Reverse Mortgage Specialist at Retirement Funding Solutions. Since 2003, Mary Jo has assisted financial and legal professionals, and the retirees they serve, to Incorporate Housing Wealth into their Retirement Income Stream to Increase Probability of Cash-flow Survival Throughout Retirement.

Mary Jo is a well-known educator in her field – she offers Continuing Education (CE) Credits to Certified Financial Planners (CFP’s), Realtors, Fiduciaries, CPA’s, Attorneys and other professional groups. She is a noted speaker, having delivered seminars and webinars to professional groups nationally, ranging from NAPFA, NAIFA, CalCPA, FPA, CSEA, MAR and PFAC and many more. Her talks highlight current academic and scholarly research on Enhancing Portfolio Longevity.