Broker Check
18 Feb
Four Pillars of a Successful Retirement webinar offered on Thursday nights starting February 18, 2021 $49 fee includes workbook


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

   February 18, 2021

   February 25, 2021

   March 4, 2021

   March 11, 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

February 18, 2021 - March 11, 2021

6:00p - 8:00p PST




Event Registration