7 Personal Decision Points Retirement Planning Workshop

A truly comprehensive retirement plan has a lot of moving parts. In fact, there are 7 key areas a proper plan needs to focus on.

What does your plan look like?

At these FREE workshops, you’ll get an inside look at the planning process we walk our own clients through, including:

  • How to determine how much money you need to retire
  • Basics of investment management
  • Tax planning essentials to help you save money down the line
  • How to better protect your savings and investments from risk
  • And more!

These workshops are low-key and educational, built to help good savers who are hoping to retire soon learn if they’re actually ‘retirement ready.’

Seating is limited, and these are our final workshops of the year, so register today.

Tuesday October 29
6:45 - 8:00 PM
Marriott Santa Clara
Wednesday October 30
6:45 - 8:00 PM
Hilton Garden Inn Fairfield
Wednesday October 30
6:45 - 8:00 PM
Embassy Suites San Rafael
Saturday November 02
11:15 - 12:30 PM
DoubleTree Pleasanton
Saturday November 09
11:15 - 12:30 PM
Marriott (SFO) San Mateo