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 January 29

6:45 PM–8:00 PM

DoubleTree Pleasanton

Wednesday January 30

6:45 PM–8:00 PM

Sheraton Sonoma County Petaluma

Thursday January 31

6:45 PM–8:00 PM

Crowne Plaza Concord

Saturday February 2

11:15 AM–12:30 PM

Marriott (SFO) San Mateo