Affiliate Partner: Mary Jo Lafaye

A licensed Home Equity Retirement Specialist with Mutual of Omaha Mortgage, Mary Jo Lafaye is a top-rated specialist. She is focused on educating financial and legal advisors, Realtors, and the retirees they serve, offering monthly in-person educational seminars, webinars, continuing education, and MCLE classes for professionals, as well as informational seminars for homeowners. Mary Jo assists these professionals and their mature clients in creating sustainable *tax-free cash flow for a joyful retirement.

Mary Jo is a nationally recognized public speaker and has co-authored several academic papers, including: Using Housing Wealth to Facilitate the Division of Assets in Silver Divorce for the Institute of Divorce Financial Analysts (IDFA). She has presented to the MCBA, The Tax and Estate Planning Council, NAPFA, FPA, PFAC, and MAR and has been an instructor at the College of San Mateo. She enjoys contributing to teams collaborating to solve complex retirement income issues for older Americans.

Mary Jo focuses on educating Boomers and Seniors —and their families and advisors, on strategies to incorporate housing wealth for improved Lifestyle, Liquidity, Longevity, and Legacy.

A regular speaker on using the FHA-insured Lifestyle Loan, a loan designed specifically to enable home buyers over age 62 to purchase their retirement dream home — without taking on a monthly mortgage or using all their cash. Mary Jo enjoys helping homeowners downsize, right-size, and maximize cash flow for ongoing retirement and care needs, settling estates, Silver Divorce, and reducing financial and emotional stress for a long and healthy retirement.

Mary Jo and her colleagues are available to speak at your office or via Zoom to your associates, professional or study groups, and service organizations.

Learn more: MaryJoLafaye.com

*Consult a tax advisor