San Rafael|Local Event
🏡 FREE Seminar — Downsizing, Rightsizing — or Staying Put?
🏡 Free Seminar: Should I Stay Or Make Move — Join us for a discussion on Modern Retirement Solutions.
— Protect Lifestyle & Increase Liquidity in Retirement — Home Equity Retirement Solutions for 55+
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
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
📅 Wednesday, September 30, 2026
🕙 10:00 AM – 11:30 AM
📍 Vivalon’s NEW Healthy Aging Campus
999 Third Street, San Rafael
Parking garage on 3rd Street, handicap spaces available: Click Here for Parking Info
Presented by Mary Jo Lafaye, Home Equity Retirement Specialist, of Mutual of Omaha Mortgage
☕ 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, nmls# 246222
(415) 259-4979