Broker Check
03 Feb
Four Pillars of a Successful Retirement webinar offered on Wednesday nights starting Feb 3, 2021 $49 fee includes workbook


Offered in collaboration with Napa Valley College, this webinar series will be held over four (4) consecutive Wednesday nights:

   February 3, 2021

   February 10, 2021

   February 17, 2021

   February 24, 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 3 - February 24, 2021

6:00p - 8:00p PST




Event Registration