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 22
6:45 - 8:00 PM
Crocker Art Museum Sacramento
Tuesday October 22
6:45 - 8:00 PM
Holiday Inn Auburn
Wednesday October 23
6:45 - 8:00 PM
Falls Event Center Elk Grove
Thursday October 24
6:45 - 8:00 PM
Falls Event Center Roseville
Saturday October 26
11:15 - 12:30 PM
Marriott Rancho Cordova