Free

Community Finance: Retirement Planning - San Francisco

Event Information

Share this event

Date and Time

Location

Location

Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

View Map

Friends Who Are Going
Event description

Description

Retirement is not a matter of age, it is a matter of savings.

Do you know how much you'd need to retire? Will you have enough?

Have you planned for future medical costs, inflation, and taxes?

Do you understand how Social Security Benefits work?

This one hour hands-on interactive exercise will cover:

A)Key financial concepts in planning retirement

  • X-Curve
  • Financial Foundation
  • Rule of 72
  • Tax

B)Three sources of retirement funding

  • Social Security Benefits
  • Pension
  • Savings/Defined Contribution Plans

C)Five retirement risks

  • Outliving retirement savings
  • Medicare and Long Term Care Costs
  • Inflation
  • Tax
  • Leaving a Legacy

D)Create a Plan

Share with friends

Date and Time

Location

Microsoft Store - Westfield San Francisco Centre

Westfield San Francisco Centre

865 Market Street, 2nd Fl

San Francisco, CA 94103

View Map

Save This Event

Event Saved