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Mary Jo Lafaye

415-259-4979 Contact Me

Webinars

 

Upcoming Webinars

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 ?

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


Past Webinars

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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