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Estate Planning Workshop Series (In-Person/Remote)

June 29, 2022 4:00 pm
June 29, 2022 5:00 pm
930 Tamalpais Ave.   View map



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Estate Planning Workshop | June 29, 4:00 pm – 5:00 pm, Jackson Café

Revitalizing Your Retirement with Home Equity

Experts agree that the “Retirement Equation” is one of the most difficult problems to solve. As with any challenge, understanding the tools available to you can be the key to your success. Join Mary Jo LaFaye, of Mutual of Omaha, and Michael Jackson, of Coldwell Banker, for this one hour presentation and Q&A, and learn about possibilities available to you.

The Coldwell Banker REALvitalize Program can help homeowners maximize returns on their investment when selling their largest retirement asset, their primary residence. In addition, the FHA-insured Home Equity Conversion Mortgage (HECM) Life Style Loan can enable mature home buyers to right-size to their retirement dream home, without using all the cash from the sale of their current home — and without taking on a monthly mortgage payment.

Your presenters, Michael Jackson and Mary Jo LaFaye have combined their 36 years of experience in their fields to bring you a dynamic and easy-to-employ strategy to make the most of your golden years and live the retirement of your dreams.

With gratitude to our sponsor, Valley Memorial Park Cemetery and Funeral Home, the presentation will be in person at the Vivalon Healthy Aging Center (formerly Whistlestop) 930 Tamalpais Ave, San Rafael AND on Zoom, Wednesday, June 29 at 4:00pm.  To register for this free workshop, call 415-456-9062 x4800, email [email protected], or by clicking here.  

After registering, you will receive a confirmation email containing information about joining the meeting.

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