Mary Jo Lafaye: Licensed Home Equity Conversion Mortgage (HECM) Specialist with Mutual Of Omaha Mortgage

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, webinars, 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 to create 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 upon request to speak at your office, or via Zoom, to your associates, professional or study groups, and service organizations.

Learn more: www.MaryJoLafaye.com

*Consult a tax advisor