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01 Oct
Four Pillars of a Successful Retirement Thursday nights starting Oct 1, 2020 $49 fee includes workbook


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:     

  • 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

Thu, Oct 01, 2020

6:00p - 8:30p PST




Event Registration