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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*
 Come after work – light food and drink  will be provided. Ted George, CFP®, MSFP, President and Principal for George Financial Advisors, Investment Adviser and Financial Planner, offers this ongoing unique and valuable service to educate and answer questions. Don't miss this exciting, informal, no obligation opportunity to learn from an expert and experienced Financial Planner and enhance your chances to Be Prepared and Live Well! Please feel free to forward this to family, friends or colleagues who may be interested in attending.* Reservations are required. Please RSVP to admin@GeorgeFA.com to confirm your seat and receive location details and further information. Include your full name, email, date and location attending, along with the full names of any others attending with you. Seating is limited, so R.S.V.P.  soon .For more information: http://www.georgefa.com/Presentation-October-13
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