Lunch and Learn: Educational Seminar
Downsizing and Right-sizing to Win the Retirement Game
When: Tuesday, May 9th, 11:30am - 1:30pm
Where: Marin Country Club (Boardroom) 500 Country Club Drive, Novato, CA 94949
Note: Seating is limited, and lunch will be served
Learn the tools you need to create sustainable cash flow and peace of mind throughout retirement! Hear best strategies from local experts on TAX, Real Estate, Niche Lending, Moving Tips and how to boost your purchasing power for better financial outcomes throughout retirement.
Specialists Will Discuss:
- Save or defer taxes when selling
- Buy before you sell
- Use your housing wealth to divide assets
- Boost purchasing power
- Transfer your property tax base with Prop. 19
- Stay local or move closer to family
- Free up your home equity for travel, care, financial freedom, less worry and more monthly income
Register Now and Save Your Spot!
Tuesday, May 9th, 11:30am - 1:30pm
Marin Country Club (Boardroom) 500 Country Club Drive, Novato, CA 94949
Don’t miss out on this opportunity.
Event Speakers:
Mary Jo Lafaye, Mutual of Omaha Reverse Mortgage Specialist
Sofia Nadjibi, Bridge Loan and Private Money
Michele Hassid, CPA, CGMA
Shanae Mabrie, Director - Client Services - Fund Services
Libby Wood, Certified Senior Move Manager
Megan Pomponio – Realtor
We look forward to seeing you there!
Warmly,