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Retirement Seminar for North Bay Haas Alumni (and friends)

Haas Alumni Network North Bay Chapter

Tuesday, March 26, 2013 from 6:00 PM to 8:00 PM (PDT)

Novato, CA

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Registration for Cal Alumni Ended $20.00 $2.09
Early Registration without Alumni Discount Ended $30.00 $2.64
Standard Registration for Cal Alumni Ended $25.00 $2.37
Standard Registration without Alumni Discount Ended $35.00 $2.92

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Event Details

Take Control of Your Retirement: Managing the Risk of an Income Shortfall

Presented by: 

George Elias, Haas MBA 1983

Financial Advisor, Merrill Lynch

Matt Davis

Senior Financial Planner, CFP, Merrill Lynch

 

Networking from 6:00 PM to 6:30 PM

Presentation and dinner begin at 7:30PM

 

Topics to be covered include –

·        How retirement has been redefined

·        How longevity is affecting retirement

·        Inflation and retirement

·        Strategies to help manage risk

·        Retirement income planning

George holds both a BS Engineering and an MBA from the University of California at Berkeley.  Matt is a graduate of California State University, Cal Poly with a B.S. in Economics and Finance.

 

Have questions about Retirement Seminar for North Bay Haas Alumni (and friends)? Contact Haas Alumni Network North Bay Chapter

When & Where


WildFox Restaurant
255 Alameda del Prado
Novato, CA 94949

Tuesday, March 26, 2013 from 6:00 PM to 8:00 PM (PDT)


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Organizer

Haas Alumni Network North Bay Chapter

Haas Alumni Network North Bay Chapter is established to serve alumni graduated from the Haas School of Business as well as Cal alumni working in the business arena that are currently living in Marin, Sonoma, Napa, and Solano counties.

We are actively recruiting for new board members - contact Joe Breen at josephpbreen@gmail.com or Christina Hollingsworth at chollingsworth@dbmcpa.com if you are interested!

  Contact the Organizer

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