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Walnut Creek Magazine

Retire Wise: An Educational Retirement Strategy Workshop

Retirement is a time to create the life you have dreamed of living. Are you as prepared as you could be?

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 and interactive workshop consisting of two, hourlong webinars and a scheduled one-on-one session with the instructor to discuss your personal financial questions and concerns.

Reserve your spot today:

• Thursdays, May 20 & 27; 12:00 PM to 1:00 PM PST (Register here: https://summitadvisors.com/university/)

Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group, LLC is independently owned and operated. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583. (925) 866-7800. 3551327 DOFU 4/2021

Date & Time

Weekly on Thursday

May 20, 2021 through May 27, 2021

12:00PM - 1:00PM

Add to Calendar 05/20/202112:00 PM 05/20/202101:00 PM America/Los_Angeles Retire Wise: An Educational 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... More info at www.walnutcreekmagazine.com/events/202748/retire-wise-an-educational-retirement-strategy-workshop FREQ=WEEKLY;BYDAY=TH;INTERVAL=1;UNTIL=20210527 axEakIwmdzNKaowyWmiv58927

More Info

Virtual Event

Event Website

$35 per household

Kids & Family Danville California Walnut Creek California Contra Costa County East Bay Northern California Lafayette California Northern California Alamo Californa San Francisco Bay Area Pleasant Hill California Concord California

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