Retirement Planning 101 2-Day Course – Peninsula Center Library – Tuesday 10/31 & 11/7
October 21, 2017
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Retirement Planning 101 2-Day Course – Peninsula Center Library – Thursday 11/9 & 11/16

When:
November 9, 2017 @ 10:00 am – 1:00 pm UTC Timezone
2017-11-09T10:00:00+00:00
2017-11-09T13:00:00+00:00
Where:
Rancho Palos Verdes Library
701 Silver Spur Purcell Meeting Room
Rancho Palos Verdes, CA 90274, Rancho Palos Verdes
CA 90274
Contact:
California Retirement Advisors
Retirement Planning 101 2-Day Course - Peninsula Center Library - Thursday 11/9 & 11/16 @ Rancho Palos Verdes Library | Rancho Palos Verdes | CA

Learn how to:




  • Identify the primary threats to your retirement savings




  • Plan your retirement income to preserve a comfortable lifestyle




  • Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning




  • Align your investments with your attitudes, risk tolerance and objectives




  • Apply strategies designed to increase Social Security retirement benefits




  • Calculate whether you should convert your IRA to a Roth IRA




  • Maximize tax efficiency of withdrawals from mutual funds and IRAs




  • Evaluate and plan for health care, long-term care, incapacity and end of life decisions






The $39.00 fee covers the cost of materials, use of the library room and 2 days of classes.

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