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, […]
retirement planning
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, […]
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 […]
The Traditional Home Equity Conversion Mortgage, 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: The History and Basics of Reverse Mortgages The New Profile of the Emerging “Mass Affluent Borrower” Why FINRA Changed Their […]
Webinar: How to Sell More Homes Using the H4P PROGRAM
Join us Wednesday, June 28th for the “How to Sell More Homes Using the H4P PROGRAM” webinar. When: Wednesday, June 28th @ 11:00 AM – 12:00 PM PDT TO REGISTER, click HERE and indicate Mary Jo Lafaye referred you.
Using Housing Wealth to Improve Financial Outcomes in Retirement – a luncheon at Left Bank Brasserie
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 Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties remain homeowners with NO mortgage payments due Bring […]
Using Housing Wealth to Create a More Comfortable Retirement
Join us to understand more about the FHA-insured Home Equity Conversion Mortgage (HECM)— the completely revamped version of the former reverse mortgage. How do I qualify for this flexible & deferred-repayment credit line? How much can I receive? How has the program evolved? Bring your questions, your neighbor, your advisor Presented by: Mary Jo Lafaye, nmls #246222, […]