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®

Pacific Union International

CA DRE#10215160; 650-465-4547

Lottie@LottieKendall.com

www.LottieKendall.com

Peninsula Living Business Page

www.SFCondosForMe.com

 

 

Comment balloon 8 commentsLottie Kendall • September 24 2012 08:40AM

Comments

Lottie - That's a great service to showcase especially as so many of us are re-working our retirement plan after the Great Recession and housing fiasco.

Posted by Norma Toering Broker for Palos Verdes and Beach Cities, Palos Verdes Luxury Homes in L.A. (Charlemagne International Properties) about 6 years ago

Hi Lottie,  sounds like a class that needs to be offered all across the country.  Love Norma's comment.

My husband & I work part-time to support our love of traveling. 

Posted by Mary Yonkers, Erie/PA Real Estate Instructor (Alan Kells School of Real Estate/Howard Hanna Real Estate) about 6 years ago

Hi Norma - lots of people are doing exactly that. Ideally, folks would start thinking about retirement many, many years before they intend to retire. Little steps taken early yield huge results.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 6 years ago

Good morning Mary. Many people are doing what you and your husband are doing. There are lots of creative ways to make retirement more palatable. I have a Realtor® colleague in New Mexico who, with her husband, teach bridge on cruises part-time. She can continue to run her business while doing what they love so much.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 6 years ago

Lottie - It's never to late, or too early to work on your financial future.  Anyone who can attend the seminar will walk away with a lot of good, practical information.  I hope they have a great turn-out!

Posted by Laura Allen, Lake Tahoe - Truckee Real Estate for Sale www.TahoeLauraLuxuryHomes.com, Tahoe Real Estate Agent Helping Buyers and Sellers (Coldwell Banker, Tahoe City, CA (530) 414-1260) about 6 years ago

It always pays off to be prepared well in advance of our geriatric days!

Posted by Sussie Sutton, UTR TEXAS Realtors - Rep for buyers and sellers. (UTR Texas Realtors) about 6 years ago

Hi Laura - it's so easy to ignore our financial plan, isn't it? I really hope lots of folks take advantage of John Lee's class - he's a great teacher and a wonderful financial advisor.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 6 years ago

Sussie, the early one begins to plan, the simpler and less painful it is. I hope people in their 30s and 40s take advantage of John Lee's classes.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 6 years ago

Participate