-->

A retirement focused event like you’ve never seen before.

Every day, 10,000 Baby Boomers retire.

Some will be ready. Many won’t.

Which will YOU be?

Join us for our Retirement Symposium – a free, all-day event exclusively focused on one thing: helping you retire better.

This isn’t your typical 75-minute retirement workshop. It’s a one-of-a-kind opportunity to get answers to your biggest retirement planning questions – conveniently all at the same time and same place.

An Event Ticket Will Get You:

  • Unlimited access to the full-day event
  • Lunch and refreshments
  • The opportunity to privately meet one-on-one (on-site)and ask your questions to:
    — Financial Advisors
    — Estate Planning Attorneys
    — CPAs
    — Professional Fiduciary Services
  • Admission to our four most popular educational presentations about:
    — Social Security Essentials
    — Key Retirement Planning Strategies
    — Transitioning Your Life Into Retirement
    — Money Mistakes to Avoid as You Approach Retirement

Financial advice and education. Convenience and ease. All for free.

If you’re retiring within the next few years and have saved well, don’t miss your chance to attend the biggest retirement planning event of the year.

Saturday September 14
10:00 - 4:00 PM
William Jessup University Rocklin

At the event, you’ll learn about:

Social Security is a bedrock of retirement preparation and should be a financial no-brainer. But Social Security has become increasingly complex. Learning the ins and out of this venerable program could be worth tens of thousands of dollars to you over the course of your retirement.
There are 7 key areas that each individual needs to consider when it comes to retirement. This presentation will walk you through all 7 steps and provide practical tips that will help you retire well.
Today’s retirement is longer, more expensive, full of opportunity, and unlike that of any generation in history. Learn about the obstacles, dilemmas and unprecedented opportunities facing people nearing retirement. *This content has been developed based on insights derived from a national study commissioned to determine what the happiest retirees have done to be successful.
It’s likely that at some point during your retirement, you’ll encounter someone attempting to sell you something that isn’t in your best interests. Learn about the financial products, scams and fads most likely to be used to target retirees and pre-retirees.