7 Personal Decision Points Retirement Planning Workshop

This FREE, 75-minute educational event will answer many of the most common questions we receive from clients who are facing retirement, including:

  • How much money do I need to retire?
  • How do I make my money last?
  • When should I take social security?
  • How do I minimize taxes?
  • What do I do with my IRA or 401k?
  • And more!

You’ll learn the exact process we walk each of our clients through when they meet with us. Come join the thousands of people who have attended and benefited from our more than 20 years of retirement planning experience.

Tuesday
October 23

7:00-8:15 PM

Marriott SFO Airport
San Mateo

REGISTER NOW

Wednesday
October 24

7:00-8:15 PM

DoubleTree by Hilton
Pleasanton

REGISTER NOW

Thursday
October 25

7:00-8:15 PM

Sheraton Sonoma County
Petaluma

REGISTER NOW

Saturday
October 27

11:15 AM – 12:30 PM

Hilton
Concord

REGISTER NOW