Skip to main content

Contact Me

Mary Jo Lafaye

415-259-4979 Contact Me

Reverse Mortgage Update for Advisors

 

 

elderly couple with advisor

Reverse Mortgage Update for Advisors  

When: Wednesday, April 1st | 11:30 – 12:15

Where: Live Webinar via Zoom

Do you have clients that spend more in retirement than you're comfortable with?

As an advisor, you work hard to build sustainable income strategies — but rising healthcare costs, longevity risk, market volatility, and concentrated real estate wealth can put pressure on even the most carefully constructed plans.

Join Mary Jo Lafaye, NMLS #246222, Home Equity Retirement & Lifestyle Loan Specialist, for a timely update designed specifically for financial advisors and allied professionals.

This educational webinar will cover:

  • What’s new in the reverse mortgage (HECM) landscape
  • How today’s products differ from what you may remember
  • Higher max claim amounts
  • Non-borrowing spouse protections
  • Borrowers may occupy ADU and rent larger portion of home
  • 2nd position reverse mortgage; gain liquidity without giving up a low interest first mortgage
  • Financial assessment
  • Silver Divorce: dividing assets without devastating housing security
  • Downsizing with the FHA Lifestyle Home Purchase Loan
  • Paying for Care

This is not a sales presentation. It’s an educational session focused on helping advisors better understand how home equity fits — or doesn’t fit — within a comprehensive retirement plan.

Whether you actively incorporate housing wealth into planning conversations or simply want updated knowledge to better serve clients, this session will provide practical insights and case-based discussion.

Who Should Attend:

Financial advisors, estate attorneys, wealth managers, CPAs, estate planners, and retirement-focused professionals.

Bring your questions. Leave with clarity.

Register Below and we will email you the Zoom link and meeting instructions.

 

 

Register Now and Save Your Spot!

Wednesday, April 1st | 11:30 - 12:15

Don’t miss out on this opportunity.

 

Warmly,

Mary Jo Lafaye NMLS #246222 

Home Equity Retirement & Lifestyle Loan Specialist 

p: (415) 259-4979 c: (650) 440-8934 

Assistant/Christina: c: (415)-250-9863 

e: mlafaye@mutualmortgage.com 

1000 4th Street, Suite 875, San Rafael, CA, 94901 

MaryJoLafaye.com

 

Back to top

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.

© 2026. All rights reserved. | Site Map