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Date:
September 13, 2022
Time:
10:00 AM - 11:00 AM
Location:

Danville Senior Center: Hall C

Address:
115 East Prospect Avenue
Danville, CA 94526
Contact:
925-314-3430
Cost:
Free! Pre-registration required. Reference Activity # 29619
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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.
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