Upcoming Events:
Past Events:
Free Lunch & Learn: Maximize Cash Flow For Peace Of Mind, Right-sizing, Downsizing, Staying Put- Making the Most of Your Home Equity
- Monday, August 28th
- 12:00pm-1:30pm
- Left Bank Brasserie (Back room)
- 507 Magnolia Avenue, Larkspur, CA 94939
Are you a Realtor, Financial, or Legal Advisor looking to help your mature clients SELL a highly appreciated primary residence and DEFER the federal and state capital gain taxes?
Join us for a free webinar to learn how homeowners can combine IRC 121 with the 1031 exchange. And if they are over 62, they can then use a HECM for Purchase loan to maximize their purchasing power on their next home.
This little-known Retirement Trifecta can help your clients maximize retirement cash flow for decades to come.
Tuesday, September 21, 2021
11:00 a.m. PST
Register even if you cannot attend. We will send you a condensed version to learn at your leisure.
Sharing these effective strategies with your clients can solve for their most pressing Retirement Challenge — Accessing Home Equity to Fund their Golden Years, without losing it all to taxes.
POTENTIAL END RESULT:
→ More retirement income
→ More funds to buy their next home
→ Increased cash flow
→ More left over to invest
5 Ways to Create Your Dream Retirement: Housing Wealth Overview
Tuesday, July 28th, 2020
11:00 a.m. PDT to noon + Q&A
Register HereShould I Stay or Should I Sell? Retirement Pros, Cons and Possibilities
Thursday, July 30th, 2020
11:00 a.m. PDT to noon + Q&A
Register Here5 Ways to Create Your Dream Retirement: Home Equity and Beyond
Wednesday, August 12thth, 2020
11:00 a.m. PDT to noon + Q&A
Register HereShould I Sell or Should I Stay? The Retirement Question
Tue, Aug. 18th 2020
11:00AM PDT to noon + Q&A
Register Here5 Ways to Create Your Dream Retirement: Home Equity and Beyond
Wed, Aug. 26th 2020
11:00 a.m. PDT to noon + Q&A
Register Here
