Feel More Confident about Your Financial Future by Attending Our Retirement Planning Workshop!

Recent surveys indicate that many Americans are unsure about how and when they will retire. Although the economy is beginning to recover, the upturn has been slower than past recoveries, creating challenges for people who are trying to build a long-term foundation for their needs when they eventually retire. If you are a mid-life professional and feel uncertain about how to move confidently toward your long-term goals, then you are invited to attend this workshop. The session will help you determine and plan for your retirement needs, consider the role of Social Security, and educate you about the principles of asset allocation and how to consider investment strategies based upon your needs. This seminar will not be focused on product sales, and will offer objective, educational about planning for the time when you choose to no longer work, or will not be able to do so.

Date and Time: Friday June 1, 2012 at Noon.

Location: San Francisco Chapter of the American Institute of Architects (“AIA”)
130 Sutter Street, Suite 600
San Francisco, CA

Many attendees at this workshop will be AIA members. However, people from all backgrounds are welcome to attend since the planning approaches to be described apply to individuals from virtually any profession. To attend, please register on this page: http://www.eventbrite.com/event/3465223577

 

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