Rejuvenate your Retirement Class in San Francisco, Winter 2014

Are you concerned about making your money last throughout retirement?

John D. Lee, financial planner, CAJohn D. Lee, Certified Financial Planner with Securian Financial Services in San Mateo, CA, has seen the need for retirees to continue (or begin!) to plan for their retirement and is offering once again his class, "Rejuvenate Your Retirement."

"Rejuvenate Your Retirement" is geared to retirees, and is sponsored by The Continuing Education Program, City College of San Francisco.

Would you like to learn how to:

    estimate how many years your money may last?
    determine what percentage of your assets you must withdraw to meet expenses?
    calculate the impact of investment choices, rate of return and inflation on your plan?

John D. Lee's class will teach you these things and more, and how to develop a personalized retirement income strategy

Location:
     City College of San Francisco, Ocean Campus
Dates and Times:
     Thursdays, Jan. 23 & 30 2014, 10:00AM - 12:00 Noon
OR
     Tuesdays, Jan. 28 & Feb. 4 2014, 1:00 PM - 3:00PM


In these classes, you will learn how to:

    Identify the primary threats to your retirement savings
    Plan your retirement income
    Afford and enjoy travel, hobbies, sports, crafts and more
    Align your investments with your attitudes, risk tolerance and objectives
    Apply strategies designed to increase Social Security retirement benefits
    Calculate whether you should convert your IRA to a Roth IRA
    Maximize tax efficiency of withdrawals from mutual funds and IRAs
    Plan for health care, long-term care, incapacity and end of life decisions

"Rejuvenate Your Retirement" blends life planning activities with time-tested financial strategies to help you make the most of your retirement. John D. Lee is a seasoned instructor, and an able guide to answer your questions and help you take charge of your financial future.

For a brochure or to learn how to register for the course, feel free to contact me.

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

Lottie Kendall, Realtor®

Pacific Union International

CA DRE#10215160; 650-465-4547

Lottie@LottieKendall.com

www.LottieKendall.com

Peninsula Living Business Page

www.SFCondosForMe.com

 

 

Comment balloon 5 commentsLottie Kendall • January 09 2014 09:10AM
Rejuvenate your Retirement Class in San Francisco, Winter 2014
share
Are you concerned about making your money last throughout retirement? John D. Lee Certified Financial Planner with Securian Financial Services in San Mateo, CA, has seen the need for retirees to continue (or begin! ) to plan for their retirement… more
Looking for a home to buy in the Silicon Valley
share
"Hi Lottie, My wife and I are are looking for houses in Belmont and Almaden Valley, and we got your contact information from our friend [Bob] and [Jane]. Would you mind showing us houses around Belmont, San Carlos, and… more
No, Not THAT Filter! You Need to Clean that OTHER Filter!
share
Fred Griffin, real estate broker in Tallahassee, Florida shares a vital piece of information for homeowners everywhere, including here in San Mateo County and the Silicon Valley. Read it and then take a look at your own dryer vent--you'll be glad… more
San Francisco's Exploratorium - the fun doesn't stop when you leave
share
San Francisco's Exploratorium is high on the 'must visit' list for Bay Area residents and out-of-area visitors alike. But, did you know you can take some of the fun, hands-on learning experiences home with you? One Christmas gift our 12… more