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Financial Planning Workshop: Retirement Planning (Library Webcast)

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The Financial Planning Workshop (FPW) series is a set of 9 workshops that cover the basics of financial planning for most individuals. The FPW series includes sessions on:

  • Fundamentals of Investing (completed)

  • Building a Diversified Portfolio (completed)

  • Introduction to Computerized Investing (completed)

  • Active versus Passive Investing Strategies (completed)

  • Retirement Planning

  • Managing your Cash Flow in Retirement

  • Safe Withdrawal Rates from your Retirement Portfolio

  • Social Security and Medicare

  • Estate Planning

These workshops are given at the Los Altos Public Library on the second Wednesday of every month from September 2016 through May 2017. If you're in the area we invite you to stop by and join us in-person. If you're out of area join us via our WebEx session. You can see recordings of past workshops at our FPW Series page

Retirement Planning

This is the fifth in a series of interactive talks on financial planning covering investing, building a portfolio, active and passive investment strategies, retirement planning and more. This session will focus on the accumulation phase of retirement planning, the various types of retirement accounts, how to manage these accounts and estate planning issues. These workshops are suitable for people starting out or as a refresher course for the more experienced investor.


  • About the goals of retirement planning

  • About expenses during the distribution phase of retirement

  • Tax diversification

  • And much more!

Discussed by: Fred Smith, Registered Investment Adviser

Fred Smith is a long-time board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Fred is a registered investment adviser and has recently retired from a financial planning practice in Los Gatos.


6:50 PM: Webcast Sign-On Starts

7:00 PM: Workshop Starts

9:00 PM: Workshop Ends

Note that after registering for the workshop you will receive an email confirming your attendance. Approx. 48 hours before the webcast, you will receive a reminder for the webcast and 24 hours before you will receive a second email providing the link and password to the webcast.

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