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 and Improve Financial Outcomes in Retirement.  

With 10,000 Americans turning 65 each day, 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. We will demonstrate how you can be the one to help them — and dramatically improve financial outcomes in retirement.

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

Hosted by: Marin Association of REALTORS® (MAR)

Continental breakfast will be served

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

When:  Tuesday, May 2nd, 2017 @ 9:30 a.m. – 11:00 a.m.


When:  Tuesday, June 13th, 2017 @ 9:30 a.m. – 11:00 a.m.

To Register for the May 2nd seminar click HERE

To Register for the June 13th seminar click HERE

If you have any questions, please call or email class presenter, Mary Jo Lafaye, 415-259-4979

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.