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Women & Finance Knowledge Circle: Housing Wealth - Another Source of Cash in Retirement

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We all know that home is where the heart is.  But it's also a source of retirement capital, particularly for women who may be concerned about having sufficient funds in their later years.  Marjorie will join the Women & Finance Knowledge Circle community to speak about Reverse mortgages and the important role they can play in retirement.

Marjorie Fox, JD, CFP®

Founder and CEO

FJY Financial, LLC

Founder and CEO of FJY Financial, LLC, a financial planning and investment advisory firm, Marjorie Fox, JD, CFP® retired at the end of 2018 after more than thirty years in the financial planning profession. FJY Financial is known for its white paper “Implementing Internships,” its merger in 2014 with LifePoint Financial Partners in Midland, Texas, and for an internal succession plan that succeeded in passing Marjorie’s ownership interest in the firm to the next generation of owners. The firm was named a “Best Place to Work” by the Washington Business Journal in 2013 and the winner of the Schwab Impact Pacesetter Award in 2015. 

Marjorie served on the Boards of Directors of the National Association of Personal Financial Advisors, and the NAPFA Consumer Education Foundation. She was named one of the “Twenty Most Influential Women to Watch” by Investment News in 2015, and in 2018 received NAPFA’s Robert J. Underwood Award for Distinguished Service. 

Marjorie is a fourth-generation Californian who earned her BA from Pomona College and a law degree from UCLA. She has lived in Virginia for almost forty years. Marjorie and her longtime friend and professional colleague Eleanor Blayney, MBA, CFP® wrote Women Wise together in an effort to help single women make the important financial and lifestyle decisions that they must make in their later years.

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Women & Finance Knowledge Circle: Housing Wealth - Another Source of Cash in Retirement
05/13/2021 at 12:00 PM (MDT)  |  60 minutes
05/13/2021 at 12:00 PM (MDT)  |  60 minutes We all know that home is where the heart is. But it's also a source of retirement capital, particularly for women who may be concerned about having sufficient funds in their later years. Marjorie Fox will join the Women & Finance Knowledge CIrcle community to speak about Reverse mortgages and the important role they can play in retirement.
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available