Four Sessions. One Goal: A confident retirement plan, no matter where you are in your journey. Join us for practical tips, expert insights, and time for Q&A. Lunch will be provided!

July 1st, 2nd, 8th, and 9th from 12:00 pm – 1:00 pm PT

In-Person Location:

Raymond James Building, 1st Floor Conference Room
2999 Oak Road
Walnut Creek, CA 94597

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Workshop Details:

  • Foundations First: Navigating Social Security & Medicare (Speaker: Nik Linton CFP®, CFA®)
    • Set the stage with the essentials – understand how and when to claim benefits and what Medicare really covers (and doesn’t)
  • Power Decade: Maximizing Your 50s for Retirement Success (Speaker: Kate Egan)
    • Make the most of your peak earning years with smart strategies to boost savings and reduce risk
  • Future-Proof Finances: Retirement Planning Your 20s and 30s (Speaker: Kate Egan)
    • Start strong with habits and tools that build long-term wealth and financial freedom
  • Retirement Blind Spots: What Most People Miss But Shouldn’t (Speaker: Nik Linton CFP®, CFA®)
    • From inflation to emotional investing, discover the hidden risks that can quietly unravel your retirement plans
An investor without investment objectives is like a traveler without a destination.
Ralph Seger

The future at your fingertips

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