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Mary Jo Lafaye

415-259-4979 Contact Me

For Professionals

 

Upcoming Events:

MCBA Lunch & Learn: Silver Divorce: Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division

  • Tuesday, June 18th
  • 12:00-1:00pm
  • Marin County Sheriff's Office Assembly Room
    1600 Los Gamos Dr. (Main Lobby A), Suite 200, San Rafael, CA 94903

? Register Here

 

 


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

Register Here

Learn the TOP 5 WAYS to Motivate an Untapped Market of Sellers w/ Shanaé Mabrie
Tuesday, November 2nd, 2021
11 a.m. PST

5 Ways to DEFER Capital gain TAX when selling a highly appreciated Primary Residence w/ Shanaé Mabrie
Wednesday, Nov 10th, 2021
11 a.m. PST

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 here ?

 


5 Ways to Create Your Dream Retirement: Housing Wealth Overview

Tuesday, July 28th, 2020

11:00 a.m. PDT to noon + Q&A

Register Here


Should 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 Here

5 Ways to Create Your Dream Retirement: Home Equity and Beyond

Wednesday, August 12thth, 2020

11:00 a.m. PDT to noon + Q&A

Register Here

Should I Sell or Should I Stay? The Retirement Question

Tue, Aug. 18th 2020

11:00AM PDT to noon + Q&A

Register Here

5 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

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Your Reverse Mortgage Specialist serving Marin County, San Rafael, Novato, Larkspur, Corte Madera, Mill Valley, Sausalito, San Anselmo, Fairfax, Belvedere, Palo Alto, San Mateo, Redwood City, Mountain View, San Francisco, the Bay Area, and the surrounding Northern California area.

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