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Retirement Planning for All Ages

Event

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: 

  • Discover the 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
  • Determine whether you are on-track financially for retirement
  • Calculate the money needed to be saved each year until retirement
  • Compare the different types of IRAs
  • Complete a personalized risk tolerance survey
  • Explain important portfolio management strategies for retirees
  • Review tax implications of distributions from employer retirement accounts
  • Uncover ten crucial retiree secrets to successful retirement planning

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.

How to Register:

County Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Court, Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.

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