Incorporating Housing Wealth to Enhance
Cash Flow Survival Throughout Retirement

Click here to register online

Learn about the most effective ways to employ a repayment-deferred line of credit as a retirement planning and cash flow management tool to create more sustainable income throughout retirement.

Date: Wednesday, March 22, 2017
Time: 7:30 am - 9:30 am
Sponsors: PFAC, Silicon Valley Chapter
Location: Holder's Country Inn
998 S De Anza Blvd.
Cupertino, CA 95129
Click here for map and directions
Speakers: Mary Jo Lafaye - Retirement Funding Solutions, San Jose
PFAC Members Only? No
This Program Is For: Newly licensed, unlicensed and experienced fiduciaries
Cost: Members - $20
Non-Members - $25

Price includes meeting and breakfast with vegetarian option.

Please make checks payable to PFAC and bring check or cash to meeting.
Credit/Debit cards are also accepted at the door

Credits: Approved - 1.25 PFAC CEU (Estate)

Please register by Tuesday, March 21, 2017 (click here to register online).

Questions? Russ Marshall - 408.874.0999 or russ@marshallfiduciary.com