Community Corner
Free Financial Planning Seminar - Retirement Planning
Please Join Us for our latest Financial Planning Seminar: Retirement Income
Planning As you approach or enter retirement, your mindset needs to begin to move from accumulation to distribution. That’s what retirement income planning is all about–understanding how much annual income you’ll need during your retirement years to support the lifestyle that you want, and positioning your assets to provide that income. This informative seminar we will focus on options and strategies for income that help keep your finances in order throughout your retirement. Choose from 3 convenient dates and locations nearest you!- Thursday October 3, 2013 6-7:30pm in Los Gatos*
- Tuesday October 8, 2013 6-7:30pm in Scotts Valley*
- Wednesday October 23, 2013 6-7:30pm in Palo Alto*
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