FP120B

Protecting Financial Assets for Retirement: New Strategies 

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A crash course on protecting your retirement assets in volatile and unpredictable markets. An introduction to retirement planning concepts and tools you can use to build a resilient strategy. Individual case analysis and putting retirement tools to work for you!

The course offers a hands on opportunity to design and build a retirement strategy, followed by one on one case analysis with instructors. Course instructors are independent financial planners with collective forty years experience in retirement planning.

Bring your spouse or a guest for free!

Instructor: Michael Tate

Class Fee: $95
Date: 7/27/19
Day: Saturday
Time: 10:00am-4:00pm
Number of meetings: 1
Location: Fort Mason, Bldg B
Rm: 203