
01
Oct
Four Pillars of a Successful Retirement Thursday nights starting Oct 1, 2020 $49 fee includes workbook
Description
Register with Napa Valley College for this Webinar Series will be held over three consecutive Thursday nights:
October 1, 2020
October 8, 2020
October 15, 2020
This course is designed to help you:
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Shift your investment focus from accumulating assets to generating retirement income
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Maximize the Social Security benefits you receive
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Understand how Social Security benefits are taxed and strategies to potentially reduce their impact
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Evaluate withdrawal strategies to help your portfolio last throughout retirement
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Review your retirement plan distribution options
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Consider how the ever-changing tax landscape can affect your retirement strategies
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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
Thu, Oct 01, 2020
6:00p - 8:30p PST