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Upcoming Dates

Event

Estate Planning – Understanding the Basics (Online)

Course Information

Location: Online Webinar

Participants will gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify the terminology used by the financial planning and legal professions.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Board Meeting

2019 September Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

Ready to Retire Workshop – Countdown to Retirement
Retirement Workshop for Members Planning to Retire Within One Year

Event

September Retiree Payday

Event

Retirement Planning for All Ages

Course Information

Location: 100 Marine Parkway - Suite 160, Redwood City, CA 94065

Gain knowledge to make more informed decisions when considering long term care options and facing aging issues.

Highlights: 

Event

Planning for Long Term Care and Aging

Course Information

Location: 455 County Center - Room 101, Redwood City, CA 94063

Gain knowledge to make more informed decisions when considering long term care options and facing aging issues.

Highlights: 

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