Financial Management Class, Redwood City CA, Fall 2012

John D. Lee, CFP® San Mateo, CAIs the time right for you to get a handle on your financial management? The earlier you start to plan, the more likely you'll be to enjoy a brighter financial future.

Once again, John D. Lee, Certified Financial Planner with Securian Financial Services, will be teaching his "Passport to Retirement" class, sponsored by Redwood City Parks, Recreation & Community Services.

Location: Veterans Memorial Senior Center, 1455 Madison Avenue, Redwood City 94061
Dates: Thursdays 9/27/12 and 10/4/12  OR Wednesday 10/3/12 and 10/10/12
Time: 6:30 PM - 9:30 PM - all sessions

Many important questions will be addressed, such as:

  • Can I retire on schedule or will I have to postpone retirement?
  • How much money will I need to retire?
  • Could my investments be earning more?
  • Are there better ways to manage my taxes?
  • What are my retirement plan distribution options?
  • How will I provide for my heirs?
  • Which investments will work best for me?

This workshop-style class was very beneficial to my husband and me, and I recommend it without hesitation.


--- Come for a visit; Stay for a lifetime!

Lottie Kendall, Realtor®

Today | Sotheby's International Realty

San Carlos, California, 94070

CA BRE#01215160; 650-465-4547

Lottie@LottieKendall.com;

www.LottieKendall.com

www.SFCondosForMe.com

 

 

Comment balloon 8 commentsLottie Kendall • September 24 2012 08:40AM
Financial Management Class, Redwood City CA, Fall 2012
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