Living the San Francisco Dream

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Rejuvenate Your Retirement-San Francisco course-January 2013

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

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 Ocean Campus, Rosenberg Library, Room 301
     50 Phelan Avenue, San Francisco 94112


Dates and Times:
     Thursdays 1/24/13 and 1/31/13, 1:00 PM to 3:00 PM 

OR

     Wednesdays 1/30/13 and 2/6/13, 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.

Contact me for a brochure and registration information.


--- 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 16 2013 08:24AM

Comments

With the ups and downs of the economy over the last several years, planning for and updating our retirement strategies is critical... great localism topic, Lottie.

Posted by Peggy Hughes/pha logistix, inc., SF NYC LA (pha logistix inc) over 6 years ago

It is so difficult to do any planning on your own, with a degree for accuracy, with the uncertainty that abounds.   I think it's wonderful that people can avail them selves of these kind of events to help them.  

Posted by 1~Judi Barrett, BS Ed, Integrity Real Estate Services -IDABEL OK (Integrity Real Estate Services 118 SE AVE N, Idabel, OK 74745) over 6 years ago

Peggy, let me know if you know anyone who might be interested-I have flyers, registration forms, etc.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) over 6 years ago

Judi, Gene and I felt stymied for years; we took a similar class from John, his "Passport to Retirement" geared for pre-retirees and learned lots. We were so impressed with John that he now handles most of our accounts (except for reall estate--that's my baby!)

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) over 6 years ago

Participate