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02 Sept
Four Pillars of a Successful Retirement Wednesday nights starting Sept 2, 2020 $49 fee includes workbook

Description

Register with Napa Valley College for this Webinar Series that will be held over three consecutive Wednesday nights:

   September 2, 2020

   September 9, 2020

   September 16, 2020



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

Wed, Sep 02, 2020

6:00p - 8:30p PST

Location

Webinar

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PT2H30M
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