Living the San Francisco Dream

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February 2013 - San Francisco - Rejuvenate your Retirement course

Making your money last throughout retirement has never been more challenging.

If you can't make the class in late January, John's offering it again in February, this time at the beautiful Fort Mason location.


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 once again his class, "Rejuvenate Your Retirement."

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

Would you like to learn how to:

  • estimate how many years your money may last?
  • determine what percentage of your assets you must withdraw to meet expenses?
  • calculate the impact of investment choices, rate of return and inflation on your plan?

John D. Lee's class will teach you these things and more, and how to develop a personalized retirement income strategy

Location:
     CCSF Fort Mason Center, Building B, Room 106
     Laguna & Marina Blvds., San Francisco 94123
Dates and Times:
     Tuesdays 2/5/13 and 2/15/13, 1:00 PM to 3:00 PM 

OR

     Wednesdays 2/13/13 and 2/20/13, 10:00 AM to 12:00 Noon

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.

For a brochure or to learn how to register for the course, feel free to contact me.

--- 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 • January 19 2013 09:46AM

Comments

This sounds like a great class to take.  The points that you outlined that answers will be given to are all points of great importance to a retiree.

Betty

Posted by Team Honeycutt (Allen Tate) almost 7 years ago

Hi Betty -- we've taken a different class from John Lee before - he has a wonderful way of explaining things so a layman can understand and take action. John now handles almost all of our financial affairs (except our real estate---that's something I do understand!)

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

Lottie - Thank you for sharing detailed information about February 2013 San Francisco rejuvenate your retirement course.

Posted by John Pusa, Your All Time Realtor With Exceptional Service (Berkshire Hathaway Home Services Crest) almost 7 years ago

Hi John, I'm glad you saw this; John Lee is a great teacher, super smart, but can explain things well for us lay people.

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

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