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San Rafael|Local Event

🏡 FREE Seminar — Downsizing, Rightsizing — or Staying Put?

🏡 FREE Seminar — Downsizing, Rightsizing — or Staying Put?

Event Details

999 3rd St, San Rafael, CA, 94901

🏡 FREE Seminar — Downsizing, Rightsizing — or Staying Put?

— Learn how home equity can support retirement cash flow and lifestyle goals

During my 23 years as a Home Equity Retirement Specialist, my clients have expressed the same needs:

• a simpler lifestyle

• cash to cover home maintenance

• improved cash flow in a current home, or

• a move closer to family

• tax free*** funds to pay for in-home, care or a spouse’s care home

a federally guaranteed credit line to buffer market volatility for better financial outcomes throughout retirement

Downsizing, or Right-sizing, can often be a powerful solution. Especially combined with The Modern Retirement Mortgage™**. This FHA-insured and fully non-recourse downsizing loan can substantially change your financial position in retirement.

Whether you want to stay in your current home and enjoy your local community or start a whole new chapter — this class will help you understand the many ways you can benefit from all the housing wealth you have amassed during your working years.

Join us to learn how home equity can create more flexibility in retirement

📅 Thursday, June 18, 2026
📅 Wednesday, June 24, 2026

🕙 10:00 AM – 11:30 AM

📍 Vivalon’s NEW Healthy Aging Campus
999 Third Street, San Rafael

Presented by Mary Jo Lafaye, Home Equity Retirement Specialist, with guest speaker Millie Anderson, Owner of Mom's New Pad.

☕ Coffee + brunch + practical conversation + strategy

Space is limited.

Reserve your complimentary seat today at Reserve1Seat.com

We hope to see you there,

— Mary Jo Lafaye

650.440.8934

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