Upcoming Events:
MCBA Lunch & Learn: Silver Divorce: Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division
- Tuesday, June 18th
- 12:00-1:00pm
- Marin County Sheriff's Office Assembly Room
1600 Los Gamos Dr. (Main Lobby A), Suite 200, San Rafael, CA 94903
Past Events:
Free Lunch & Learn: Maximize Cash Flow For Peace Of Mind, Right-sizing, Downsizing, Staying Put- Making the Most of Your Home Equity
- Monday, August 28th
- 12:00pm-1:30pm
- Left Bank Brasserie (Back room)
- 507 Magnolia Avenue, Larkspur, CA 94939
Are you a Realtor, Financial, or Legal Advisor looking to help your mature clients SELL a highly appreciated primary residence and DEFER the federal and state capital gain taxes?
Join us for a free webinar to learn how homeowners can combine IRC 121 with the 1031 exchange. And if they are over 62, they can then use a HECM for Purchase loan to maximize their purchasing power on their next home.
This little-known Retirement Trifecta can help your clients maximize retirement cash flow for decades to come.
Tuesday, September 21, 2021
11:00 a.m. PST
5 Ways to Create Your Dream Retirement: Housing Wealth Overview
Tuesday, July 28th, 2020
11:00 a.m. PDT to noon + Q&A
Register HereShould I Stay or Should I Sell? Retirement Pros, Cons and Possibilities
Thursday, July 30th, 2020
11:00 a.m. PDT to noon + Q&A
Register Here5 Ways to Create Your Dream Retirement: Home Equity and Beyond
Wednesday, August 12thth, 2020
11:00 a.m. PDT to noon + Q&A
Register HereShould I Sell or Should I Stay? The Retirement Question
Tue, Aug. 18th 2020
11:00AM PDT to noon + Q&A
Register Here5 Ways to Create Your Dream Retirement: Home Equity and Beyond
Wed, Aug. 26th 2020
11:00 a.m. PDT to noon + Q&A
Register Here
