Living the San Francisco Dream

head_left_image

Rejuvenate Your Retirement-San Francisco Class, October 2012

Making sure you don't outlive your money is one of the most important issues in post-retirement planning.

John D. Lee, CFP® San Mateo, CAJohn D. Lee, Certified Financial Planner with Securian Financial Services, has seen the need for retirees to continue (or begin!) to plan for their retirement and is offering a new class, "Rejuvenate Your Retirement." (He also continues to teach his "Passport to Retirement" class in Redwood City.)

"Rejuvenate Your Retirement" is geared to retirees, and is sponsored by The Continuing Education Program, City College of San Francisco.

Location:
     CCSF Fort Mason Center, Building B, Room 106
     Laguna & Marina Blvds., San Francisco 94123
Dates and Times:
     Thursdays 10/18/12 and 10/25/12, 1:00 PM to 3:00 PM 

OR

     Tuesdays 10/23/12 and 10/30/12, 9:30 AM to 11:30 AM

In these classes, you will learn how to:

  • Identify the primary threats to your retirement savings
  • Plan your retirement income
  • Afford and enjoy travel, hobbies, sports, crafts and more
  • 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


"Rejuvenate Your Retirement" blends life planning activities with time-tested financial strategies to help you make the most of your retirement. John D. Lee, CFP® is a seasoned instructor, and an able guide to answer your questions and help you take charge of your financial future.

--- Come for a visit; Stay for a lifetime!

Lottie Kendall, Realtor®

Compass

CA DRE#10215160; 650-465-4547

Lottie@LottieKendall.com

www.LottieKendall.com

Peninsula Living Business Page

www.SFCondosForMe.com

 

 

Comment balloon 4 commentsLottie Kendall • September 26 2012 03:07PM

Comments

Hi Lottie....what a terrible thought..... to outlive your money!!! yikes.... I hope not....

Posted by Barbara Todaro, Marketing Agent for The Todaro Team (RE/MAX Executive Realty ) about 7 years ago

Unfortunately, Barbara, people DO outlive their money. That's one reason John teaches these classes. With a bit of forethought, retirement can be a whole lot more comfortable and less worrisome.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 7 years ago

Hi Lottie, parents would be wise to teach their children saving their allowances when they are young.

Posted by Kwee Huset, Venice Florida Homes For Sale (Kwee Huset Realty) about 7 years ago

Kwee, isn't that the truth? When you're in the habit to invest, not spend, it makes the future much brighter and less fraught with worry. But--starting later is better than not starting at all. And having someone like John D. Lee advising on how to reach retirement goals is wise.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 7 years ago

Participate