UPDATE: Due to a scheduling change, the event on April 9, 2024 has been moved to April 16, 2024. An additional date has been added on May 2, 2024 to close out the series.
This is a reminder that all Santa Clara City Library events are free and open to the public. A ticket is not required to attend this event, however space is limited.
April 16, 2024 Workshop:
Preparing with Proper Protection - Utilize important concepts to understand how to properly protect your assets and liabilities. This workshop finally simplifies insurance, how it fits into your overall financial strategy, and addresses the most common questions and mistakes.
April 23, 2024 Workshop:
Your Health & Wealth - This comprehensive workshop touches on many topics as you learn the financial importance and impact of your health. From wealth-preserving strategies to mitigating the inevitable impact of medical expenses, this workshop will address topics for those who are smart about planning for the long term.
May 2, 2024 Workshop:
Fulfilling Long-Term Goals - Pensions, IRAs, annuities - Oh my! This workshop unpacks strategies around higher education and retirement. Break down long-term solutions, rollover options, and alternative strategies while understanding the tax impact.
