Navigating Retirement’s New Terrain

I wanted to post a quick reminder about our upcoming retirement planning workshop in San Francisco on June 1, 2012! The challenges in the housing market, fluctuating stock prices, and US companies seemingly reluctant to bring on new workers are making people’s financial lives complicated! With uncertainty about the future value of retirement accounts and home equity, many Americans may not be able to retire when they want.

In this seminar, I will provide objective information that will help you determine your retirement income needs, manage and structure an effective retirement income distribution strategy, and properly allocate your assets to improve the chances of attaining your goals. This session is tailored to the needs of people who want to retire in the next few years or for people whose retirement planning is further in the future, but who want to begin to think about how to position their finances for their long-term future when they will no longer earn employment income!

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:

I look forward to seeing you there!

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