Smart Downsizing Strategies for Today’s Market

Join three local experts for an information-packed seminar covering today’s market trends, how to use your home equity as a financial tool, how to maximize Social Security benefits, and whether now is the right time to downsize.

 

Complimentary admission & refreshments — seating is limited. Complete the registration form below to reserve your seat.

 

Date: October 28, 2025

Time: 10:00 AM to 11:00 AM

Location: 7021 Koll Center Pkwy, Pleasanton, CA 94566

Seminar Registration

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About the speakers

Kinley Wong

CRCP® - Social Security & Retirement Planning

Kinley Wong is a fiduciary Investment Advisor Representative with 23+ years of guiding retirees on when and how to claim Social Security. He leads community workshops covering timing strategies, coordinating spousal benefits, survivor benefits, and divorced-spouse rules, and provides complimentary Social Security analysis reports. He holds the CRPC® designation, along with Series 6, 7, 63, and 65 registrations, and is life insurance licensed in CA, NV, and AZ.

Mike Fowler

Certified Senior Real Estate Specialist - Broker 01157620
Mike Fowler is a Certified Senior Real Estate Specialist (SRES) and California Real Estate Broker with more than 30 years of experience in residential real estate and mortgage banking. As the founder of Keys to Kindness, a program that donates 10% of each commission to charities of the client's choice. Mike is known for his client-first approach and community involvement.
 
Mike specializes in helping Bay Area homeowners plan their next chapter, whether downsizing, relocating, or leveraging their home equity to support retirement goals. Mike combines deep market knowledge with personalized strategies to help clients sell for top value and move with confidence.

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Mary Jo Lafaye

Home Equity Retirement Specialist
Mary Jo Lafaye is a nationally recognized Home Equity Retirement Specialist (NMLS #246222) with more than 20 years of experience in reverse-mortgage lending. She helps retirees tap home equity through HECM, HECM for Purchase, and proprietary jumbo programs, and trains financial advisors, real-estate professionals, and community groups on using home equity as a strategic component of retirement-income planning.
 
Mary Jo regularly presents at seminars and professional panels and is a trusted educator for realtors, CPAs, attorneys, and retirement planners. She has also taught HECM and HomeSafe topics in college programs and co-authored academic work on reverse-mortgage strategies.