San Francisco, CA – September 8, 2016 – For those nearing retirement or age 62, Zephyr Real Estate’s Marin office is hosting a free community event to offer information and answers about retirement income. The two-hour workshop will address the top five things to consider when preparing for retirement:
1. 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?
2. Incorporating existing housing wealth into your retirement income stream vs. downsizing to rearrange retirement assets
3. Creating a source of tax-free cash
4. Eliminating existing mortgage payments
5. HUD-guaranteed TENURE payments to you
The session will be facilitated by Mary Jo Lafaye, local HECM Reverse Mortgage Specialist, who will present strategies and views from various academic researchers and experts in the field. Questions are welcomed and will be addressed as time allows.
Mary Jo Lafaye has received excellent reviews and referrals. One colleague states, “I have referred several people to Mary Jo, and they have all raved about her. A couple of them were rather complicated, but I witnessed how she worked closely with them to guide them through the process. I have a much better understanding about the pros and cons of reverse-mortgages after spending time with Mary Jo. She definitely knows her stuff.” – Joe R.
The workshop will be held in Zephyr’s Marin office at 350 Bon Air Center, #100, in Greenbrae on the following dates, all at 11 a.m.
• Tuesday, September 20
• Tuesday, October 11
• Tuesdays, November 8
These events are free and open to the public. Register at https://www.eventbrite.com/e/the-silver-tsunami-is-here-tickets-27310069152 or contact Mary Jo Lafaye at 415.259.4979 or [email protected] A list of other upcoming events is also available at her blog site www.retirementincomeresearch.com.
About Zephyr Real Estate
Founded in 1978, Zephyr Real Estate is San Francisco’s largest independent real estate firm with nearly $2.3 billion in gross sales and a current roster of more than 300 full-time agents. Zephyr’s highly-visited website has earned two web design awards, including the prestigious Interactive Media Award. Zephyr Real Estate is a member of the international relocation network, Leading Real Estate Companies of the World; the luxury real estate network, Who’s Who in Luxury Real Estate; global luxury affiliate, Mayfair International; and local luxury marketing association, the Luxury Marketing Council of San Francisco. Zephyr has six offices in San Francisco, a brand new office in Greenbrae, and two brokerage affiliates in Sonoma County, all strategically positioned to serve a large customer base throughout the San Francisco Bay Area. For more information, visit www.ZephyrRE.com.