Events
If you'd like to learn how to prepare for a "Successful Retirement," please register for the Upcoming Course - "Four Pillars of a Successful Retirement"
Upcoming Events
Four Pillars Of A Successful Retirement [Click Here]
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
Past Events
November 14 - November 17, 2022
6:00p - 7:30p
Zoom Meeting (Link will be provided)
Four Pillars Of A Successful Retirement [Click Here]
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
September 13 - September 22, 2022
6:00p - 7:30p
Zoom Meeting (Link will be provided)
Four Pillars Of A Successful Retirement [Click Here]
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
July 11 - July 14, 2022
6:00p - 7:30p
Zoom Meeting
Four Pillars of a Successful Retirement [Click Here]
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
March 3 - March 24, 2022
6:30p - 8:30p
Napa Valley College Main Campus
Four Pillars of a Successful Retirement [CLICK HERE]
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
February 3, 2022
6:30p - 8:30p
Napa Valley College Main Campus
Four Pillars of a Successful Retirement
This educational course is offered through the Napa Valley College to teach you how to navigate the Four Pillars of Retirement: Social Security, Tax Planning, Income Strategies, and Legacy Planning. ($49 FEE INCLUDES WORKBOOK)
September 9, 2021 - October 7, 2021
6:30p - 8:30p
Webinar
Four Pillars of a Successful Retirement webinar offered on Thursday evenings, starting September 9th, through October 7th (except 9.30.21), fee includes workbook (copy), Presented by Marta Amaton, and Thomas Commander
This educational course offered in collaboration with Napa Senior Center is designed to help you pursue a brighter financial future. This Webinar Series will be held on Thursday nights: 09.09.21, 09.16.21, 09.23.21, & 10.07.21
May 6, 2021
6:00p - 8:00p
Webinar
Four Pillars of a Successful Retirement webinar offered on Thursday nights starting on May 6, 2021 $49 fee includes workbook
This educational course offered in collaboration with Napa Senior Center is designed to help you pursue a brighter financial future. This Webinar Series will be held over 4 consecutive Thursday nights: May 6, May 13, May 20, May 27
February 18, 2021 - March 11, 2021
6:00p - 8:00p
Webinar
Four Pillars of a Successful Retirement webinar offered on Thursday nights starting February 18, 2021 $49 fee includes workbook
This educational course offered in collaboration with Napa Senior Center is designed to help you pursue a brighter financial future. This Webinar Series will be held over 4 consecutive Thursday nights: Feb 18, Feb 25, Mar 4, Mar 11
February 3 - February 24, 2021
6:00p - 8:00p
Webinar
Four Pillars of a Successful Retirement webinar offered on Wednesday nights starting Feb 3, 2021 $49 fee includes workbook
This educational course is offered in collaboration with Napa Valley College and is designed to help you pursue a brighter financial future. This Webinar Series will be held over 4 consecutive Wednesday nights: Feb 3, Feb 10, Feb 17, Feb 24
October 19, 2020
6:00p - 8:00p
Webinar
Four Pillars of a Successful Retirement Monday nights starting October 19, 2020 $49 fee includes workbook
This educational course offered in conjunction with Napa Senior Center is designed to help you pursue a brighter financial future. This Webinar Series will be held over 4 consecutive Monday nights: Oct 19, Oct 26, Nov 2, Nov 9
October 13, 2020
6:00p - 8:00p
Webinar
Four Pillars of a Successful Retirement Tuesday nights starting October 13, 2020 $49 fee includes workbook
This educational course offered in conjunction with Petaluma Adult School and is designed to help you pursue a brighter financial future. This Webinar Series will be held over 4 consecutive Tuesday nights: Oct 13, Oct 20, Oct 27, Nov 3
October 1, 2020
6:00p - 8:30p
Webinar
Four Pillars of a Successful Retirement Thursday nights starting Oct 1, 2020 $49 fee includes workbook
This educational course is offered in conjunction with Napa Valley College and is designed to help you pursue a brighter financial future. This Webinar Series will be held over 3 consecutive Thursday nights: Oct 1, Oct 8, Oct 15
September 2, 2020
6:00p - 8:30p
Webinar
Four Pillars of a Successful Retirement Wednesday nights starting Sept 2, 2020 $49 fee includes workbook
This educational course is offered in conjunction with Napa Valley College and is designed to help you pursue a brighter financial future. This Webinar Series will be held over 3 consecutive Wednesday nights: Sept 2, Sep 9, Sep 16
July 31, 2020
2:00p - 3:00p
Webinar
Four Pillars of a Successful Retirement Monday nights starting October 19, 2020 $49 fee includes workbook (copy)
This educational course is designed to help you pursue a brighter financial future. This Seminar Series will be held over 4 consecutive Monday nights: Oct 19, Oct 26, Nov 2, Nov 9