john d lee cdp san mateo ca: Passport to Retirement-a 'how to' guide for financial success
- 09/09/14 02:01 AM
Are you concerned about making your money last throughout retirement? John D. Lee, Certified Financial Planner with Securian Financial Services in San Mateo, CA, has seen the need for retirees to continue (or begin!) to plan for their retirement and is offering his class, "Passport to Retirement." "Passport to Retirement" is sponsored by The Continuing Education Program, City College of San Francisco. Would you like to learn how to: estimate how many years your money may last? determine what percentage of your assets you must withdraw to meet expenses? calculate the impact of investment choices, rate of return and inflation on your plan? John D. … (14 comments)
john d lee cdp san mateo ca: Retirement Planning Today--Educational Course in Redwood City, CA 94061
- 01/18/11 04:19 PM
Retirement Planning Today--Educational Course in Redwood City, CA 94061 When: Thursdays January 27, 2011 and February 3, 2011 6:30-9:30 PM (2 nights) Where: Veterans Memorial Senior Center, 1455 Madison Ave., Redwood City, CA 94061 John D. Lee, Certified Financial Planner and Investment Advisor with Securian Financial Services, Inc., is once again teaching his 2-session course on Retirement Planning Today. At this class you will learn how to: Determine the amount of money you need to retire Create your own goals for a "successful retirement" Eliminate debt and improve cash flow Properly convert your IRA to a Roth IRA Select the … (6 comments)
john d lee cdp san mateo ca: Retirement Planning Today - a 2-night course in Redwood City, CA 94061
- 08/27/10 03:54 PM
Retirement Planning Today - a 2-night course, Redwood City, CA 94061 When: Thursdays Sept. 9 and Sept. 16, 2010 6:30-9:30 PM (2 nights) Where: Veterans Memorial Senior Center, 1455 Madison Ave., Redwood City, CA 94061 John D. Lee, Certified Financial Planner and Investment Advisor with Securian Financial Services, Inc., is once again teaching his 2-session course on Retirement Planning Today. At this class you will learn how to: Determine the amount of money you need to retire Create your own goals for a "successful retirement" Eliminate debt and improve cash flow Properly convert your IRA to a Roth IRA … (2 comments)
john d lee cdp san mateo ca: Does Financial Planning Make Your Head Hurt?
- 04/19/10 11:10 AM
The thought of tackling financial planning can make your head hurt, but it doesn't need to. I can be really good about procrastinating, but with all the financial changes these last few years have brought, my husband and I finally took action -- and it feels great! Although retirement is a number of years down the road, making sure we are on target and tweaking things that need tweaking and addressing those things we hadn't considered becomes more important as retirement draws closer. Our first step was to take a two-evening class on Retirement Planning. Through that course, sponsored by … (8 comments)
Are you concerned about making your money last throughout retirement?
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