Limited space available Reserve your spot today!
Embarking on retirement is like an epic sailing adventure you’ve planned for years. But watch out! There are some serious risks ahead, like the storms of market turbulence and the lurking sharks of inflation, taxes, and unexpected medical bills. And decisions made in panic can steer your ship off course into dangerous waters. Successfully navigating these challenges is key to reaching your dream destination.
Join us for a fun and informative workshop where you'll learn all the strategies you need to sail smoothly through retirement.
Together we’ll cover:
- Typical planning mistakes
- Funding your voyage
- Social Security & Medicare
- Finding Purpose in retirement
- Risk management
- Mitigating Taxes
- Estate Planning
Location for IN-PERSON event:
Raymond James Building, 1st Floor (Behind the Treat Towers)
2999 Oak Road
Walnut Creek, CA 94597
Complimentary hors d’oeuvres and validated parking provided.
Seating is limited to the first 30 registrants per event.
