A two-night, low-cost retirement planning seminar is starting in Marin. Sponsored by San Rafael Community Services, these seminars are offered several times a year by Bob Powell, an Investment Advisor Representative with Torrey Pines Securities. No specific financial products are discussed or sold.
Location: San Rafael Community Center
618 B Street, San Rafael, CA 94901
Dates and Times: Thursday evenings May 12 and 19 or May 18 and 25, 6:30 to 9:30 pm
Cost: $65 per resident/$90 per couple or $70 non-resident/$95 per non-resident couple
Learn how to:
- Determine the amount of money you need to retire
- Create your own goals for a successful retirement
- Eliminate deb and improve cash flow
- Properly convert an IRA to a Roth IRA
- Select the right retirement plan distribution choice
- Transfer risk of potential losses before or during retirement
- Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning
For more information, call 415.485.3333
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