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 your questions, associates and clients

Presented by: Mary Jo Lafaye, nmls #246222, HECM Reverse Mortgage Specialist

When: Tuesday, June 27th @ 11:30 AM – 1:00 PM

Where:  Left Bank Brasserie, 507 Magnolia Avenue, Larkspur, CA 94939

Cost: $0

To Register or if you have any questions, please call Mary Jo Lafaye at 415-259-4979