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Financial Foundation Workshop 4: Retirement, Healthcare, Estate Preservatio...

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San Bruno Library

701 Angus Avenue West

San Bruno, CA 94066

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Retirement and Wealth Preservation

Retirement: We will discuss the concepts behind retirement savings vehicles, as well as evaluate the advantages and disadvantages that come with each program, so people can make better decisions about their long term savings.

Healthcare: Healthcare is becoming a mounting concern, and we will talk about what that can encompass at retirement, as well as how the health care system supports people at retirement and also the options that people have to manage their health care costs to preserve their assets.

Estate Planning: An eye opening discussion about who needs it, what it encompasses, and how it can affect generations of one's family.

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Date and Time

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San Bruno Library

701 Angus Avenue West

San Bruno, CA 94066

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