Offered in collaboration with Napa Senior Center, this webinar series will be held over four (4) consecutive Thursday nights:

   May 6, 2021

   May 13, 2021

   May 20, 2021

   May 27, 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.