Retirement Planning Today - a 2-night course in Redwood City, CA 94061

Retirement Planning Today - a 2-night course, Redwood City, CA 94061

When: Thursdays Sept. 9 and Sept. 16, 2010 6:30-9:30 PM (2 nights)
Where: Veterans Memorial Senior Center, 1455 Madison Ave., Redwood City, CA 94061

John D. Lee, Certified Financial Planner and Investment Advisor with Securian Financial Services, Inc., is once again teaching his 2-session course on Retirement Planning Today.

At this class you will learn how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

John D. Lee, CFPMy husband and I took the class last Fall, learned a ton, and are very impressed with Mr. Lee's knowledge, integrity and thoroughness. In fact, we were so impressed that we have since become clients of his, and continue to be grateful for what we learned in his class, and his continuing care to help us reach our future financial goals. (He even respects the fact that my plan has real estate playing a larger role than he might choose for himself!)

Sponsored by the Redwood City Parks, Recreation & Community Services in Redwood City, California, the cost is $49 for Redwood City residents, $59 for non-residents. A spouse or guest may attend at no additional charge. The tuition includes one workbook.

Register online for Course #25.320, Retirement Planning Today or via phone, 650-780-7311

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

Lottie Kendall, Realtor®


CA DRE#10215160; 650-465-4547

Peninsula Living Business Page



Comment balloon 2 commentsLottie Kendall • August 27 2010 10:54PM


Lottie....there are fewer and fewer who will be able to retire......and when they're ready, social security will be void of funds.

Posted by Barbara Todaro, Marketing Agent for The Todaro Team (RE/MAX Executive Realty ) over 8 years ago

Barbara, with the shakiness of social security, it's more important than ever that we take charge of our own financial state of affairs -- which is why John Lee's seminar is hugely important. For starters, it gets us out of ostrich-with-head-in-sand mode!

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) over 8 years ago