Take Control of Your Retirement: Managing the Risk of an Income Shortfall
George Elias, Haas MBA 1983
Financial Advisor, Merrill Lynch
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.
When & Where
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.