banner image

JOIN US FOR A FREE
LUNCH AND LEARN

LEARN THE LATEST RETIREMENT SOLUTIONS TO MAKE YOUR FUTURE TRULY GOLDEN


Join us for a 1 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.

Reserve Your Seat Today!

When: Friday, October 27th

Time: 2:00 pm – 3:30 pm

Where: Acqua Hotel,
555 Redwood Hwy., Mill Valley, CA 94941

Coffee, kombucha, and good snacks will be provided. Bring your neighbor, your adult child, your Realtor or your advisor.

    Your Presenters

    image

    Presenters

    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

    Back to top
    Skip to content