
13
Oct
Four Pillars of a Successful Retirement Tuesday nights starting October 13, 2020 $49 fee includes workbook
Description
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:
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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
Tue, Oct 13, 2020
6:00p - 8:00p PST