John D. Lee, CFP® San Mateo, CAIs the time right for you to get a handle on your financial management? The earlier you start to plan, the more likely you'll be to enjoy a brighter financial future.

Once again, John D. Lee, Certified Financial Planner with Securian Financial Services, will be teaching his "Passport to Retirement" class, sponsored by Redwood City Parks, Recreation & Community Services.

Location: Veterans Memorial Senior Center, 1455 Madison Avenue, Redwood City 94061
Dates: Thursdays 9/27/12 and 10/4/12  OR Wednesday 10/3/12 and 10/10/12
Time: 6:30 PM - 9:30 PM - all sessions

Many important questions will be addressed, such as:

  • Can I retire on schedule or will I have to postpone retirement?
  • How much money will I need to retire?
  • Could my investments be earning more?
  • Are there better ways to manage my taxes?
  • What are my retirement plan distribution options?
  • How will I provide for my heirs?
  • Which investments will work best for me?

This workshop-style class was very beneficial to my husband and me, and I recommend it without hesitation.


--- Just another benefit of living here!

Lottie Kendall, Realtor

Today | Sotheby's International Realty

San Carlos, California, 94070

DRE#01215160; 650-465-4547;

Lottie@LottieKendall.com;

www.LottieKendall.com

Peninsula Living: San Mateo County and Silicon Valley Real Estate

www.SFCondosForMe.com

 

 

 
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8 Comments on Financial Management Class, Redwood City CA, Fall 2012

SEP
24
1,013,443 Points 43 Featured Posts Localism Sponsor Outside Blog Called Shot Master

Lottie - That's a great service to showcase especially as so many of us are re-working our retirement plan after the Great Recession and housing fiasco.

8:54am • #1
547,389 Points 10 Featured Posts Outside Blog Called Shot Master

Hi Lottie,  sounds like a class that needs to be offered all across the country.  Love Norma's comment.

My husband & I work part-time to support our love of traveling. 

10:30am • #2
627,462 Points 10 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Hi Norma - lots of people are doing exactly that. Ideally, folks would start thinking about retirement many, many years before they intend to retire. Little steps taken early yield huge results.

10:39am • #3
627,462 Points 10 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Good morning Mary. Many people are doing what you and your husband are doing. There are lots of creative ways to make retirement more palatable. I have a Realtor® colleague in New Mexico who, with her husband, teach bridge on cruises part-time. She can continue to run her business while doing what they love so much.

10:41am • #4
423,432 Points 9 Featured Posts Outside Blog Called Shot Master

Lottie - It's never to late, or too early to work on your financial future.  Anyone who can attend the seminar will walk away with a lot of good, practical information.  I hope they have a great turn-out!

1:59pm • #5
483,870 Points 9 Featured Posts Outside Blog Called Shot Master

It always pays off to be prepared well in advance of our geriatric days!

6:26pm • #6
SEP
25
627,462 Points 10 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Hi Laura - it's so easy to ignore our financial plan, isn't it? I really hope lots of folks take advantage of John Lee's class - he's a great teacher and a wonderful financial advisor.

4:42pm • #7
627,462 Points 10 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Sussie, the early one begins to plan, the simpler and less painful it is. I hope people in their 30s and 40s take advantage of John Lee's classes.

4:43pm • #8


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Lottie Kendall REALTOR® DRE#01215160 650-465-4547. Serving the SF Peninsula (Today | Sotheby's International Realty) Rainmaker_large

Lottie Kendall REALTOR® DRE#01215160 650-465-4547. Serving the SF Peninsula

San Carlos, CA

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Today | Sotheby's International Realty

Address: San Mateo, Belmont, San Carlos, Redwood City, Menlo Park, Portola Valley,, Palo Alto, Mt. View, Sunnyvale, Cupertino, Redwood Shores, CA

Office Phone: (650) 465-4547

Cell Phone: (650) 465-4547

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