Retirement Planning for Mid-Career
Location: SamCERA Boardroom, 100 Marine Parkway, Suite 160, Redwood City, CA 94065
- Discover the impact of compounding and how to build wealth.
- Plan more effectively for inflation.
- Discuss the basics on stock, bond, mutual fund, and real estate investments.
- Examine important asset allocation techniques.
With this class, you’ll be able to set up a plan and stay on track for retirement without short-changing other financial goals. You’ll also learn more about evaluating tax implications of various investments, and considering the option of early retirement. You’ll receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.