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31 July
Four Pillars of a Successful Retirement Monday nights starting October 19, 2020 $49 fee includes workbook (copy)


This Seminar Series will be held over three consecutive Monday nights:

   October 19, 2020

   October 26, 2020

   November 2, 2020

   November 9, 2020

This course is designed to help you:     

  • Shift your investment focus from accumulating assets to generating retirement income

  • Maximize the Social Security benefits you receive

  • Understand how Social Security benefits are taxed and strategies to potentially reduce their impact

  • Evaluate withdrawal strategies to help your portfolio last throughout retirement

  • Review your retirement plan distribution options

  • Consider how the ever-changing tax landscape can affect your retirement strategies

  • Develop a plan for preserving your assets and providing a legacy for your heirs

Registered Representative offering securities  and investment services through United  Planners Financial Services, member:

FINRA, SIPC. JWM and United Planners are  independent companies.

Date and Time

Fri, Jul 31, 2020

2:00p - 3:00p PST




Event Registration