ROBERTSON STEPHENS®
Course Description:
It used to be that students were taught basic financial education in high school. However, this has gone by the wayside in recent years. With many companies eliminating and freezing pensions and moving towards individually-funded retirement plans, it is more important than ever for one to take charge of their personal financial future. By attending this course, you will be able to lay the groundwork for your personal financial plan. Whether your goal is to retire soon, or many years down the road, you will be able to create your own personal retirement plan.
Who Should Attend:
This course is geared towards people age 50 years and older. However, people under 50 will also benefit from learning the principles of retirement distribution planning. It is never too early to begin planning your retirement and protecting your financial future.
NOW IS THE TIME TO PLAN FOR YOUR RETIREMENT. DON'T PROCRASTINATE ANY LONGER!
Course Outline:
- Today's 7 Financial Challenges Facing Retirees
- Retirement Goal Setting
- Sources of Retirement Income
- Bridging the Retirement Income Gap
- Tax Planning in Retirement
- The Need for Estate Planning
- Defusing the IRA Ticking Timebomb
Comments From Recent Workshop Attendees.
John Lau
CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.
John is a Certified Public Accountant (CPA) and a Certified Financial Planner® (CFP®) professional. He received his B.Sc., (Accounting) from California State University, Fresno, and Master of Science in Taxation from Golden Gate University. John is a firm believer in financial literacy. He was a co-chair of the California Society of CPA’s Financial Literacy Committee. He also founded Financial Aptitude Training (FiAT™), a Sec. 501(c)(3) non-profit organization teaching financial literacy to adults and teens in underserved communities.
Read More
John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more. John is also on the advisory board to the Dean of the College of Business and Economics at California State University – East Bay.
Retirement Readiness Bootcamp
Cost: $65
Time: 5:30PM-8:30PM
Date: Thursday, March 6th & Tuesday, March 11th
Location: Ohlone College Bldg. 19 Room 105, Fremont, CA 94539
ROBERTSON STEPHENS®
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3223 Crow Canyon Rd., Ste. 245
San Ramon, CA 94583
Disclosure
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. Please consult with your investment, tax and legal advisors in regard to your own personal circumstances. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Investing entails risks, including possible loss of principal. Past performance does not guarantee future results. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.
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Endorsements were not given by clients of Robertson Stephens Wealth Management, LLC. Endorsements may not be representative of the experience of customers and do not guarantee future performance or success.
For information about Robertson Stephens, go to www.rscapital.com.