Mary Jo Lafaye
Mary Jo Lafaye is a Home Equity Retirement Specialist with Mutual of Omaha Reverse Mortgage. Since 2003, Mary Jo has assisted financial and legal professionals, and the retirees they serve, to incorporate housing wealth into their retirement income stream as a tool to manage cash-flow and liquidity, and to improve financial outcomes throughout retirement. Mary Jo is a well-known educator in her field – she offers Continuing Education (CE) credits to Certified Financial Planners (CFP’s), Realtors, Fiduciaries, CPA’s, Attorneys, and other professional groups. She is a noted speaker, having delivered seminars and webinars to professional groups nationally, ranging from NAPFA, NAIFA, CalCPA, FPA, CSEA, PFAC, and many more. Her talks highlight current academic and scholarly research on enhancing portfolio longevity and paying for care, downsizing, and using housing wealth to facilitate the division of assets in Silver Divorce.
