Strategies For A Confident Financial Future
Saturday, May 17, 2014 from 10:00 AM to 12:00 PM (PDT)
Walnut Creek, CA
Are you concerned that you may run out of money someday? Are you protected from the uncertainties in life?
The East Bay Chapter of the Haas Alumni Network invites you to an informative workshop on strategies covering the Four Cornerstones of your financial future and how to retire confidently.
The presenters, Kathleen Charles and Dean Suzuki, are Certified Financial Planners™ who received their MBA’s from the Haas School of Business.
At the workshop, you will learn the steps required to prepare for a secure retirement, maximize your Social Security payments, protect your assets, minimize your taxes, and select the asset allocation that is appropriate for you.
Date: Saturday, May 17, 2014
Time: 10:00 am to noon
Walnut Creek Center
First Floor Conference Room
100 Pringle Avenue
Walnut Creek, CA 94596
Across the street from the Walnut Creek BART Station
Ample street parking on Pringle Avenue and at the BART Station
Cost: $20 for alumni and guests, $15 for students
Light refreshments will be served.
Limited seating, so register early.
Please note that registration fees are transferable, but non-refundable
About our Presenters:
Kathleen Charles is an independent Certified Financial Planner™/Financial Advisor, working with individuals, families and small business owners. Her areas of expertise include investment strategy, retirement planning, college funding, estate planning and cash flow analysis. Ms. Charles’ qualifications include the CFP® credential, an MBA from the Haas School of Business, and BS and MS degrees from the University of Michigan at Ann Arbor. Kathleen lives in Orinda where she is active in her community. She also serves as Board Co-President for the HAN East Bay Chapter.
Dean Suzuki is a Financial Advisor and CFP® with Ameriprise Financial Services in Walnut Creek, California, and began his career as a CPA with Deloitte and Touche in San Francisco. Dean has held several CFO positions, including VP of Finance for MCA Recreation Services, which operated Universal Studios Tour and Yosemite Park and Curry Company. In 2007, Dean received the Raymond E. Miles Alumni Service Award for the Haas School of Business and currently serves as President Emeritus of the HAN East Bay Chapter.
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