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Dinner Workshop – Retiring Right


1333 N California Blvd
Walnut Creek, CA 94596 United States



November 21, 2019


6:30 pm - 8:30 pm

Topics of discussion will include:

  • Income Planning: Learn what income you can count on (Social Security Maximization, Pensions, Distribution Planning)
  • Investment Planning: Learn about appropriate risk management strategies that can enhance your return while mitigating risk
  • Tax Planning: Discover tax strategies that, when implemented correctly, can help you minimize what you pay to Uncle Sam

Most of our clients want to learn ways to increase income, reduce taxes and, not run out of money while minimizing market risk and unnecessary fees. This information program addresses the facts… the good, the bad and the small print. You will learn how to avoid the most common mistakes to help make sound financial decisions.

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