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JOIN US FOR A FREE
LUNCH AND LEARN

This class has been approved by the California State Bar for 1 Hour of MCLE credit, and for 1 Hour of CE credit for Family Law specialists. It has also been approved by the CFP Board for 1 Hour of CE.


Using Housing Wealth and Qualified Retirement Benefits To Facilitate Asset Division in Silver Divorce

Gain insights from a panel of experts regarding best practices concerning real estate, taxes, and Qualified Retirement Plans within the context of a Silver Divorce.

Reserve Your Spot!

When: Friday, October 27th

Time: 10:00am Parking, Networking, and Brunch
10:30am – 11:30am Class

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

    Your Presenter

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    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

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