Passport to Retirement ®

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Passport to Retirement is a comprehensive retirement workshop that educates attendees and helps them overcome the roadblocks to a successful retirement. The seven content-rich sections serve as a passport to helping you make sound financial decisions:

·         Define and create your retirement

·         Assess the costs of retirement

·         Evaluate sources of income

·         Invest for the future

·         Protect your health and wealth

·         Receive funds from retirement plans

·         Manage your estate distribution

The system is filled with compelling statistics, case studies, and a 140 page workbook including a wealth of self-analysis quizzes and worksheets that will help you long after the workshop is over.  For more information, please call (650) 227-0335.

Bring your spouse or a guest for free!

Instructor: Michael Tate

Fee: $90
Dates: 4/2/19-4/9/19
Day: Tuesday
Time: 6:30 PM - 9:30 PM
Number of meetings: 2
Location: Fort Mason, Building B
Rm: 203