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 and is offering his class, "Passport to Retirement."
"Passport to Retirement" 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
Two Locations, different times of day, and many dates for the 2-class seminar:
City College of San Francisco, Ocean Campus
Tuesdays, September 23 and 30, 10:00 am - 1:00 pm
Thursdays, October 2 and 9, 1:00 pm - 4:00 pm
Fort Mason Center
Thursdays October 2 and 9, 6:30 pm - 9:30 pm
Saturdays October 11 and 18, 9:30 am - 12:30 pm
Thursdays October 16 and 23, 10:00 am - 1:00 pm
Tuesdays October 21 and 28, 1;00 pm - 4:00 pm
In these workshop style 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
"Passport to 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.