Retire Wise: A Retirement Strategy Workshop

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Wednesday, March 15, 2023

6:00 PM - 8:30 PM

Castro Valley Adult and Career Education

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03/15/2023 06:00 PM 03/15/2023 08:30 PM America/Boise Retire Wise: A Retirement Strategy Workshop Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long-term care needs can derail your plans. Are you as prepared as you could be? There’s a myriad of literature written about saving, investing, and accumulating enough wealth to retire, but precious little about how to use those assets to support 30-plus years of living. During this workshop, a qualified instructor with years of industr... Details & Tickets: https://www.upcomingevents.com/concord/events/castro-valley-adult-and-career-education/retire-wise-a-retirement-strategy-workshop-90588?ref=uceaddevent Castro Valley Adult and Career Education, 4430 Alma Avenue, Castro Valley, CA, 94546

Neighborhoods

Fairview (Hayward)
North Hayward (Hayward)
Upper B Street (Hayward)

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Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long-term care needs can derail your plans. Are you as prepared as you could be? There’s a myriad of literature written about saving, investing, and accumulating enough wealth to retire, but precious little about how to use those assets to support 30-plus years of living. During this workshop, a qualified instructor with years of industry experience will guide you through the retirement preparation process, alerting you to common pitfalls and giving you strategies that will help you live well throughout your retirement. During our time together, we will focus on the following subjects: • Common Planning Pitfalls • Minimizing Taxes* • Retirement Funding • Investments • Social Security and Medicare • Risk Management • Estate Planning • Retiring with Purpose Join us for this educational workshop which includes a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns. Reserve your spot today: • Wednesday, March 15, 6:00 p.m. – 8:30 p.m. Location: Castro Valley Adult & Career Education 4430 Alma Avenue Castro Valley, CA 94546 Instructor: Summit Advisors Steve Wilcox, CAP®, CFP®, ChFC®, CFS and Connor Merrigan, CFP® Register Here: https://summitadvisors.com/retire-wise/ *Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Steve and Connor are registered representatives and investment advisor representatives of Securian Financial Services, Inc. TR# 3551327 DOFU 4/2021

Event Links

Tickets: https://go.evvnt.com/1593431-0

Website: https://go.evvnt.com/1593431-2

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