

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

