September 13, 2022
Danville Senior Center: Hall C
115 East Prospect Avenue
Danville, CA 94526
Free! Pre-registration required. Reference Activity # 29619
Buzz Session - 2022 Passport To Retirement
Tuesday, September 13, 2022
Sponsored By: Bay Area Wealth Management Group
Guest Speaker: Harry Bonn and Michael Tate
Audience: 55 +
Many people are worried about longer life expectancies, market uncertainty, and having enough money for a comfortable retirement. The sooner you become educated about retirement planning, the more prepared you will be able to make informed financial decisions and build the wealth you need.
During this class, we will focus on: calculating the cost of retirement, setting realistic retirement goals, identifying sources of retirement income, taking distributions from retirement plans, using sound investment strategies, protecting wealth for your heirs, and overcoming roadblocks that impede progress.