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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 which includes a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns.

Due to unforeseen circumstances, our 9/22, 9/29, and 10/6 Retire Wise classes have been cancelled. We sincerely apologize for the inconvenience. 

Reserve your spot today:

• Thursday, October 14; 6:30 PM to 8:00 PM PST

Location:
This is a virtual event. The virtual event information will be provided after you register for the event.

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 in October. Reserve your seats:

Village High School
4645 Bernal Ave, Pleasanton, CA 94566
Thursdays, October 7 & 14, 6:30 p.m. – 9:00 p.m.
Wednesdays, October 13 & 20, 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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