If you, a loved one, or a client are 62 or nearing retirement – this free informational community event is for you.
Join us – and bring your retirement income questions – to learn what Jane Bryant Quinn and other academic researchers on retirement income strategies are saying about where home equity fits into a thoughtful 30-year retirement plan. This class will teach you the Top Five Things to Consider when Preparing for Retirement:
Which Financial Safety Net is for You: The FHA’s federally-insured Home Equity Conversion Mortgage (HECM) line-of-credit or a traditional bank line-of-credit?
Incorporating existing housing wealth into your retirement income stream vs. downsizing to rearrange retirement assets
Creating a source of tax-free cash*
Eliminating existing mortgage payments
FHA-insured TENURE payments to you
*consult a tax specialist
Presented by: Mary Jo Lafaye, nmls #246222, HECM Reverse Mortgage Specialist
Space is Limited!
To RSVP, click HERE, call 415-259-4979 or email info@MaryJoLafaye.com
Synergy One Lending, Inc. dba Retirement Funding Solutions. NMLS ID 1025894. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act - License #4131356. These materials are not from, and were not approved by, HUD or FHA. Mary Jo Lafaye, NMLS ID 246222.
