Workshops & Presentations

Current Workshops & Presentations

Understanding Your Retirement Planning Options

We provide an overview of the many ways to successfully plan for retirement. This workshop gives individuals a summary of the different types of self-directed retirement plans, including IRAs, ROTH, 401(K), 403(B), 457(B), and Federal TSP Funds. Moreover, this presentation reviews tax-free, tax-deferred, and taxed options, determining what choice works best in a variety of situations.

Also, we will hold a discussion on pension plans, including Federal Pension, STRS and CalPERS. Our mission is to help attendees understand some key retirement planning terms and options, including roll-overs, qualified plans versus non-qualified plans, and 72t distributions.

Take Control of Your Retirement – Creating Guaranteed Lifetime Income

This workshop is designed for individuals who are within 10 years away from retirement or currently retired and are interested in learning how to develop a solid retirement income plan. During this seminar, we will address the eminent challenges that will be faced or considered when developing a plan, including the sequence-of-returns risk.

This practicum offers an overview of why retirees run out of money, giving updated information regarding the 4% distribution rule. Moreover, this workshop provides an understanding of the importance of balancing risks within your retirement portfolio, helping you discover what a successful retirement looks like on a personal basis.

Furthermore, this seminar provides tools for helping individuals calculate their retirement income gap. We will also review income distribution from retirement accounts, including taxed versus non-taxed plans and RMDs.

Additional Workshops:

  • Understanding Your Long Term Care Planning Options
  • Managing Risks within your Retirement Plan
  • The Hybrid Retirement Plan
  • Social Security & Medicare
  • Estate Planning Key Facts & Overview

No Event Is Too Small

One of our most popular presentations is the “wine & cheese” event. Nice way to learn while enjoying local wines.

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F.E.W. - Financially Empowered Women Presentation

F.E.W. - Financially Empowered Women Presentation

Empowering women to take charge of their financial future. Whether you’re married, single, widowed or divorced, this informative financial workshop and presentation will help you discover why women must empower themselves to become aware and knowledgeable about retirement and financial planning matters.

Provides tips on how to take better control of one’s financial future with confidence. Some of the topics discussed include:

  • New perspective on the “4% Rule”
  • The impact of “Sequence of Returns” factor
  • How too much “Lazy Money” can implode your plan
  • “Longevity”, the real implications of living longer

You may want to schedule this presentation for a specific group or attend one of our upcoming events in the Bay Area.

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