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JOIN US FOR A FREE
LUNCH AND LEARN

LEARN THE LATEST RETIREMENT SOLUTIONS TO MAKE YOUR FUTURE TRULY GOLDEN


Join us for a 2 hour update on 5 Ways to Improve Your Lifestyle, Liquidity, Longevity and Legacy. Local experts in the field of Estate Planning, Tax planning, Real Estate, Tax-free Retirement Income, Downsizing, Moving Up, and Silver Divorce, will be presenting, answering your questions, and offering complimentary follow-up consultations to help you get maximum benefit in your next chapter.

Also learn how to transfer your low property tax basis, buy before selling, defer capital gain taxes, pay for care, or build an ADU.

Your Presenters

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Mary Jo Lafaye is a licensed Home Equity Retirement Specialist with Mutual of Omaha Mortgage. With over 20 years as a top-rated specialist in her field, she is focused on educating financial and legal advisors, Realtors, and the retirees they serve. Mary Jo offers monthly in-person educational seminars, and webinars, for continuing education; CE and MCLE classes, for the professionals she serves —and informational seminars for homeowners. Mary Jo assists these professionals and their mature clients in creating sustainable *tax-free cash flow for a joyful retirement.

*Consult a tax advisor

 

Reserve Your Seat Today!

When: Tuesday, December 12th

Time: 11:00 am – 1:00 pm

Where: 109 Corte Madera Town Center
Corte Madera, California 94925

Across the walkway from Starbucks

Please arrive 5-10 minutes early to park and get food. Light lunch will be provided. Seating is limited. Please RSVP ASAP.

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