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19 Oct
Four Pillars of a Successful Retirement Monday nights starting October 19, 2020 $49 fee includes workbook

Description

Register with Napa Senior Center for this Webinar Series that will be held over four (4) 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

Mon, Oct 19, 2020

6:00p - 8:00p PST

Location

Webinar

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