Mary Jo Lafaye, Reverse Mortgages, Mutual of Omaha Mortgage
Mary Jo Lafaye is a licensed Home Equity Specialist with Mutual of Omaha Mortgage. Mutual of Omaha is a “mutual” company and has been helping American’s plan for their care needs for over a century. Mary Jo has accumulated over 20 years in her field, and as a specialist helping seniors and their families find the Liquidity they need to maintain their Lifestyle and Independence, while planning for Longevity and their Legacy. Mary Jo spends also spends her time educating Private Bankers, Care Manager’s, Family Law, Estate Planning, and Elder Law Attorneys and Financial/Wealth Management Advisors on the most effective ways to employ home equity as a source of *tax-free funds to cover their client’s various retirement needs. Mary Jo is well- known as a trusted resource for retirees – and has co-authored many helpful articles in academic journals demonstrating cash-flow management techniques and to aide older Americans in managing cash flow and funding their care needs. She has participated in panel discussions and delivered hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Clubs, CPA Discussion Groups, National Association of Professional Financial Advisors (NAPFA), Professional Fiduciaries of California (PFAC), Marin County Bar Association and many more. Mary Jo is the daughter of a special education teacher and sincerely enjoys educating and working with mature homeowners, their families, their trusted
advisors, and their care managers to secure long-term sustainable solutions.