Seminar on Planning for Retirement - May 6, 2021

1333 North California Blvd,Walnut Creek CA 94596

06 May, 2021

Description

The East Bay Chapter of the Berkeley Haas Alumni Network invites you to a seminar on planning for retirement In this seminar you will learn how to: 1. Prioritize your saving and spending plans to address what is most important to you. 2. Identify risks that could throw your retirement plans off track. 3. Create a meaningful legacy today---and for when you’re gone. Presenter: Constance Young, Financial Advisor/Vice President, Foci Wealth Management, a private wealth management advisory practice of Ameriprise Financial Services, LLC. Constance Young - Financial Advisor in San Francisco, CA | Ameriprise Financial (ameripriseadvisors.com) Date: Thursday, May 6, 2021 Time: 4:00 pm to 5:00 pm – Workshop is via Webex; the Webex link will be emailed to registered attendees prior to the event Cost: Free If you have any questions, email Dean Suzuki at [email protected]