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 remain homeowners withNOmonthly mortgage payments due

Bring your questions, your associates and your clients

Class Presenters: Mary Jo Lafaye, nmls #246222, FHA-insured (HECM) Reverse Mortgage Specialist and Barry Sacks, Ph.D., JD

When: Thursday, July 27th @ 1:00 PM – 2:30 PM PDT

Where:  Webinar

Cost: $0

To RSVP, please
 click HERE:

If you have any questions, please call Mary Jo Lafaye at 415-259-4979

“According to the Pew Research Center, 10,000 Americans will be turning 65 each day for the next 15 years. By 2030, we will have between 50-75 million retirees living in the United States. On average, this demographic holds 65% of their net wealth in home equity.  By providing financing that does not include a monthly debt obligation (HECM borrowers are not required to make a monthly mortgage payment), retirees can enjoy their retirement without requiring untimely or larger than recommended portfolio distributions in the above-mentioned scenarios.”

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