FREE is good! Here's a great opportunity for you--but you have to act now!
When: Today, May 12, and May 19, 6:30-9:30 PM (2 nights)
Where: Veterans Memorial Senior Center, 1455 Madison Ave., Redwood City, CA 94061
This session of the Retirement Planning Today course taught by John D. Lee, Certified Financial Planner, did not fill up completely. John has very kindly offered FREE attendance to friends and colleagues of mine, waiving the $59.00 fee. He has space for 4 or 5 couples.
Just call John Lee's office, 650-227-0366 or email him at jlee@sgc-financial.com and he'll put you on the student roster free of charge.
This very valuable class will teach you how to:
- Determine the amount of money you need to retire
- Create your own goals for a "successful retirement"
- Eliminate debt and improve cash flow
- Properly convert your IRA to a Roth IRA
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
My husband and I took the class last Fall, learned a ton, and are very impressed with Mr. Lee's knowledge, integrity and thoroughness.
Highly recommended at the regular price--super opportunity for FREE!
--- Just another benefit of living in San Mateo County and the Silicon Valley!
Lottie Kendall, Realtor
Today | Sotheby's International Realty
San Carlos, California, 94070
DRE#01215160; 650-465-4547; Lottie@LottieKendall.com; www.LottieKendall.com
I hope seniors took advantage of the free seminar . Have a good weekend.
They usually do. Good stuff for anyone, especially 40+.