Using your Home to maximize Cash Flow for Liquidity and peace of Mind!

Downsizing, Right Sizing, Adu's/Home Protection

WHEN

WHERE

Marin Builder Association/ Board Room

660 Las Gallinas Ave.

San Rafael, CA 94903

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HOSTED BY

Michael Wayne Jackson
FEATURED SPEAKERS:
Mary Jo Lafaye, Ann Roggenbuck, Brittany Keyes, and Michael Wayne Jackson

Food and refreshments will be available. Bio about the Main Speaker! Mary Jo Lafaye is a licensed Home Equity Retirement Specialist with Mutual of Omaha Mortgage. Mary Jo has accumulated 20 years in the reverse mortgage field, including five years with Wells Fargo Home Mortgage. During this time she earned numerous awards, including Wells Fargo Leader’s Club Member with highest customer service scores. She was chosen to train Private Bankers and Wealth Management Advisors, Attorneys, and Fiduciaries on the most effective ways to employ this repayment-deferred, non-recourse line of credit as a retirement planning and cash- flow management tool to create more sustainable income throughout retirement. Mary Jo is well- known as a trusted resource for retirees – she has taught HECM concepts to real estate finance students at the College of San Mateo and to those seeking their SRES designation. She has participated in panel discussions and delivered hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Club, CPA Discussion Groups, CalCPA, SILVAR, SAMCAR, FPA, MAR, NorBAR, NAPFA, PFAC, Marin County Bar Association and many more. Mary Jo enjoys educating and working with mature homeowners, their families and their trusted advisors to secure long-term sustainable retirement solutions. She is also certified to offer complimentary one- and two-hour Continuing Education (CE) classes for CFPs, CPAs, Attorneys, and Realtors.