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Retirement Planning for Mid-Career


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

Course information

Highlights include:

  • 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.