Community Finance: Retirement Planning
October 13, 2017
06:30 PM - 07:30 PM
DESCRIPTION

Retirement is not a matter of age, it is a matter of savings.

Do you know how much you'd need to retire? Will you have enough?

Have you planned for future medical costs, inflation, and taxes?

Do you understand how Social Security Benefits work?

This one hour hands-on interactive exercise will cover:

A)Key financial concepts in planning retirement

  • X-Curve
  • Financial Foundation
  • Rule of 72
  • Tax

B)Three sources of retirement funding

  • Social Security Benefits
  • Pension
  • Savings/Defined Contribution Plans

C)Five retirement risks

  • Outliving retirement savings
  • Medicare and Long Term Care Costs
  • Inflation
  • Tax
  • Leaving a Legacy

D)Create a Plan

LOCATION
Microsoft Store - Westfield San Francsico Centre
865 Market St, 2nd Floor
San Francisco, CA 94103


S


FREE RSVP Here

Comments

To add a comment, please Register or Login.