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Retire Wise: An Educational Retirement Strategy Workshop

Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long-term care needs can derail your plans. Are you as prepared as you could be?

There’s a myriad of literature written about saving, investing, and accumulating enough wealth to retire, but precious little about how to use those assets to support 30-plus years of living.

During this workshop, a qualified instructor with years of industry experience will guide you through the retirement preparation process, alerting you to common pitfalls and giving you strategies that will help you live well throughout your retirement.

During our time together, we will focus on the following subjects:
• Common Planning Pitfalls
• Minimizing Taxes*
• Retirement Funding
• Investments
• Social Security and Medicare
• Risk Management
• Estate Planning
• Retiring with Purpose

Join us for this educational and interactive workshop consisting of two, hourlong classes and a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns.

Reserve your spot today:

San Ramon Community Center
12501 Alcosta Blvd., San Ramon, CA 94583
Thursdays, January 20 & 27, 6:30 p.m. – 7:30 p.m.
Register Here!

Danville Library
400 Front Street, Danville, CA 94526
Wednesdays, February 16 & 23, 6:30 p.m. – 7:30 p.m.
Register Here!

Lafayette Library & Learning Center
3491 Mt Diablo Blvd, Lafayette, CA 94549
Tuesdays, March 1 & 8, 6:30 p.m. – 7:30 p.m.
Wednesdays, March 16 & 23, 6:30 p.m. – 7:30 p.m.
Register Here!

Village High School
4645 Bernal Ave, Pleasanton, CA 94566
Thursdays, May 5 & 12, 6:30 p.m. – 7:30 p.m.
Tuesdays, May 10 & 17, 6:30 p.m. – 7:30 p.m.
Register Here!

*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TR# 3551327 DOFU 4/2021

 

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Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Whether you plan to retire 20 years from now or have just recently retired, the information you’ll learn in this class can deliver rewards throughout your lifetime.

Registration is now open for our two-session Retirement Planning Today workshop. Classes are available through winter and spring. Reserve your seats:

Pleasanton Senior Center
5353 Sunol Boulevard, Pleasanton, CA 94566
Wednesdays, February 9 & 16, 6:30 p.m. – 9:00 p.m.
Thursdays, February 17 & 24, 6:30 p.m. – 9:00 p.m.
Register Here!

Robert Livermore Community Center
4444 East Ave, Livermore, CA 94550
Tuesdays, March 15 & 22, 6:30 p.m. – 9:00 p.m.
Wednesdays, March 23 & 30, 6:30 p.m. – 9:00 p.m.
Register Here!

San Ramon Community Center
12501 Alcosta Blvd, San Ramon, CA 94583
Tuesdays, May 3 & 10, 6:30 p.m. – 9:00 p.m.
Thursdays, May 19 & 26, 6:30 p.m. – 9:00 p.m.
Register Here!

Danville Library
400 Front St, Danville, CA 94526
Wednesdays, May 11 & 18, 6:30 p.m. – 9:00 p.m.
Tuesdays, May 17 & 24, 6:30 p.m. – 9:00 p.m.
Register Here!

 

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Second Saturday Divorce Workshops

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. 

This workshop run by an attorney, a therapist, and a financial advisor will touch on the legal, emotional, and financial topics involved with divorce. Discussions will include issues and challenges that everyone considering or going through a divorce should understand. Come educate yourself and explore various options available to you as you work toward building a strategy for future emotional and financial success. 

Visit our Second Saturday website to learn more.

Register Here! 

*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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