Broker Check
09 Sept
Four Pillars of a Successful Retirement webinar offered on Thursday evenings, starting September 9th, through October 7th (except 9.30.21), fee includes workbook (copy), Presented by Marta Amaton, and Thomas Commander

Description

Offered in collaboration with Napa Senior Center, this webinar series will be held on the following Thursday evenings:

   September 9th, 2021

   September 16th, 2021

   September 23rd, 2021

   October 7th, 2021






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

September 9, 2021 - October 7, 2021

6:30p - 8:30p PST

Location

Webinar

Note

To register, click on Registration Link, then select "Adult Classes," then select "The Four Pillars of a Successful Retirement" under the Adult Enrichment Section. For registration issues email: tom@jacobsonwealth.com Thanks, Tom and Marta

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