Living the San Francisco Dream


Your "How To" Guide for Financial Success

Passport to Retirement: Your "How To" Guide for Financial Success

Once again our financial advisor, John Lee,  is offering practical instruction on handling your finances. John is an investment advisor with Securian Financial Services and has been teaching this class for a number of years--we met John at one about 4 years ago, and have worked with him since then, much to our benefit!

John D. LeeThis course will help you:

  • assess the costs of retirement
  • set realistic retirement goals
  • identify sources of income
  • invest now for the future
  • manage your taxes
  • help protect your wealth and assets
  • take retirement plan distributions
  • provide for your family and heirs
  • identify common roadblocks to success

Sponsored by City College of San Francisco, there are 2 choices of times:

  1. Thursdays, September 26 and October 3, 2013 - 6:30pm - 9:30pm
  2. Saturdays, October 5 and October 12, 2013 - 9:30am - 12:30pm

Both sessions will be held at Fort Mason Center, Building B, Room 106, Laguna St and Marina Blvd, San Francisco, CA



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

Lottie Kendall, Realtor®


CA DRE#10215160; 650-465-4547

Peninsula Living Business Page



Comment balloon 2 commentsLottie Kendall • September 18 2013 07:59AM


Lottie,  Nice shout out for John Lee and the upcoming free classes he offers. 

Posted by Kathleen Daniels, San Jose Homes for Sale-Probate & Trust Specialist (KD Realty - 408.972.1822) over 6 years ago

Kathleen, if that type of info interests you, I highly recommend going. Just think, you can spend time here in beautiful SF, visit with your son, learn tons of interesting and useful ideas and -- pop into Greens' Restaurant, right across the pier!

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