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Mary Jo Lafaye | Realtor Certification Training | Lifestyle Retirement Mortgage

A practical framework for working with Marin’s 55+ homeowners

When: Friday, May 29th | 10:00 – 11:30 AM PDT

Where: Marin Association of Realtors (MAR), 40 Mitchell Blvd, San Rafael, CA 94903

Note: Seats are limited — register today to reserve your spot!

This Realtor Certification Course is designed for agents working in Marin County, where many clients are long-time homeowners who are equity-rich, often retired, and navigating limited or inconsistent income. In this training, Mary Jo Lafaye will demonstrate how home equity, specifically the Lifestyle Retirement Mortgage, can be used as a modern financing strategy to help buyers age 62+ right-size without taking on a monthly mortgage payment* or depleting their liquidity. The focus is practical and market-driven: helping agents better serve mature clients while positioning themselves to secure more listings and guide buyers into higher-value homes with greater financial flexibility.

What You'll Learn:

How to approach clients who are equity-rich but income-constrained
How the Lifestyle Retirement Mortgage differs from traditional financing in purchase scenarios
Where this strategy creates flexibility and strengthens your position as a listing agent
How to build a trusted partner network to attract Marin County’s largest demographic of buyers and sellers

This course provides a clear framework for using financing strategies tailored to Marin’s aging population. You will gain the knowledge and tools to confidently guide down-sizing clients toward a successful move, while improving their long-term financial outcomes.

This certification training is designed to help you position yourself as a trusted advisor for older homeowners, particularly those considering down-sizing and utilizing home equity to improve their financial stability throughout retirement.

*Borrower must occupy home as primary residence and remain current on property taxes, homeowner’s insurance, the costs of home maintenance, and any HOA fees.

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