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:
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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
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