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Retirement Planning for All Ages


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

Course information

Highlights include:

  • Learn the six key factors for a prosperous retirement.
  • Identify the major obstacles to overcome when planning for retirement.
  • Plan more effectively for the impact of inflation.
  • Estimate the amount of annual income needed in retirement.

Participants who attend this course will be able to calculate their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.  Each participant will receive a 55-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.