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Upcoming Dates

Event

Estate Planning – Understanding the Basics

Course Information

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

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: 

Event

Thanksgiving Day – Office Closed

Event

November Retiree Payday

Board Meeting

2019 December Board Meeting

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

Event

Understanding Federal Income Taxes (Online)

Course Information

Location: Online Webinar

Gain a better understanding of key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and dependents.

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

Highlights: 

Event

Investing 101

Course Information

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

Gain a basic level of knowledge on investments and investing strategies, enabling them to build and better manage an investment portfolio.

Highlights: 

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