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13 Oct
Four Pillars of a Successful Retirement Tuesday nights starting October 13, 2020 $49 fee includes workbook


Register with Petaluma Adult School for this Webinar Series that will be held over four (4) consecutive Tuesday nights:

   October 13, 2020

   October 20, 2020

   October 27, 2020
   November 3, 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

Tue, Oct 13, 2020

6:00p - 8:00p PST




Event Registration