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 22

6:45 PM–8:00 PM

Crocker Art Museum Sacramento

Wednesday January 23

6:45 PM–8:00 PM

The Falls Event Center Elk Grove

Wednesday January 23

6:45 PM–8:00 PM

Holiday Inn Auburn

Thursday January 24

6:45 PM–8:00 PM

The Falls Event Center Roseville

Saturday January 26

11:15 AM–12:30 PM

Sacramento Marriott Rancho Cordova