San Rafael|Local Event
Downsizing 101 + Trust &Estate Planning, Prop 19 Updates, & Sibling Buyouts
Event Details
If you’re 50 or older and home equity makes up 50% or more of your net worth, this free class is designed for you.
You’ll walk away with clear, actionable strategies for financial confidence in your golden years.
Join us for Downsizing 101 + Trust & Estate Planning, Prop 19 Updates, & Sibling Buyouts, a free brunch seminar where you’ll learn how to right-size your home, leverage Prop 19, and protect your financial future from some of the Bay Area’s most trusted experts.
☕ Enjoy hot coffee, fresh danishes, and smart insights to make your next chapter your best one yet.
👉 Click Here to Reserve Your Seat Today — Space Is Limited!
Presented By
Mary Jo Lafaye: Reverse Mortgages, — Mutual of Omaha Mortgage
Guest Speakers:
Karolyn Poppin: Trust & Estate Attorney — Poppin Law
Michele Hassid: CPA — Macias Gini & O’Connell LLP
What You’ll Learn
Downsizing, Right-sizing or Staying Place: Learn from the expert how to Make a Move to your retirement dream home — or Stay in Place and access the wealth in your largest asset for better financial outcomes throughout retirement
Unlocking Home Equity: Gain liquidity safely and strategically
Retirement Income Protection: Keep your lifestyle secure through smart planning
Aging in Place with Confidence: Use equity and planning tools for lasting flexibility
Prop 19, Trust & Estate Planning, and Sibling Buyouts: Understand the latest updates and opportunities
Event Details
📅 Thursday, November 20, 2025
🕙 10:00 – 11:30 AM PST
📍 Vivalon Healthy Aging Campus
999 Third Street, San Rafael, CA 94901
🅿️ Parking available across the street or at 3rd & B Streets
Don’t Miss Out — Register Now!
This popular seminar fills quickly and space is limited.
Reserve your spot today to discover how you can unlock your home equity and plan with confidence for the years ahead.
👉 Click Here to RSVP — It’s Free!
Warm Regards,
Mary Jo Lafaye NMLS #246222
Home Equity Retirement & Lifestyle Loan Specialist
Assistant/Christina: c: (415)-250-9863
p: (415) 259-4979 ; c: (650) 440-8934
e: mlafaye@mutualmortgage.com
1000 4th Street, Suite 875, San Rafael, CA, 94901