Living the San Francisco Dream


Rejuvenate your Retirement Class in San Francisco, Winter 2014

Are you concerned about making your money last throughout retirement?

John D. Lee, financial planner, CAJohn D. Lee, Certified Financial Planner with Securian Financial Services in San Mateo, CA, 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

     City College of San Francisco, Ocean Campus
Dates and Times:
     Thursdays, Jan. 23 & 30 2014, 10:00AM - 12:00 Noon
     Tuesdays, Jan. 28 & Feb. 4 2014, 1:00 PM - 3:00PM

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
    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 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®


CA DRE#10215160; 650-465-4547

Peninsula Living Business Page



Comment balloon 5 commentsLottie Kendall • January 09 2014 09:10AM


The advice of a good financial planner is priceless. Nice shout out for John.

Posted by Joe Petrowsky, Your Mortgage Consultant for Life (Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709) almost 7 years ago

Thanks, Joe. John teaches a great class. Even more importantly, he's an honest, very smart man who keeps his clients needs top of mind.

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

Lottie  Colleges that offer Continuing Education Programs rock!  What a great opportunity to learn something new...and necessary.  Enjoy your day

Posted by John G. Johnston, An Exclusive Buyer's Agent ~ Westcliffe, CO (John G. Johnston & Associates, LLC) almost 7 years ago

CCSF is trying hard to meet the needs of the community. John D. Lee's 2-day class is great.

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

This should be a great class for retirees. There are many decisions that need to be made.

We are fortunate to have the advice of our retirement fund managers in San Francisco and the instructions from our CPA on the needed paperwork.

Posted by Roy Kelley (Realty Group Referrals) almost 7 years ago