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Passport To Retirement

Event Information

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Location

Location

Foster City Parks & Recreation

650 Shell Blvd

Foster City, CA 94404

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Our 2 night retirement course Thursdays, 11/2 and 11/9 (Class 1) or Wednesdays, 11/8 and 11/15 (Class 2) illustrates how you can make the most of your money by applying time-tested financial principles to a variety of financial situations.

You'll receive dynamic instruction on concepts and strategies to prepare for retirement and other life goals. You'll hear about Social Security claiming strategies that could maximize your lifetime benefits. In addition, you'll benefit from visual aids, handouts, and examples that are clear, concise and easy to understand.

After attending the course, you should be better prepared to face the challenges and enjoy the rewards that retirement can bring. You'll discover how to take control of your finances and position yourself for a brighter financial future!

Learn how to:

  • Accumulate savings to enjoy a comfortable retirement lifestyle
  • Improve long-term investment potential through market cycles
  • Manage financial risks
  • Understand current tax laws and minimize your tax liability
  • Enhance your Social Security benefits
  • Develop a retirement income stream
  • Make informed retirement plan decisions
  • Preserve your estate for your family and charitable causes
  • Pursue the retirement you deserve

Just for attending, you will receive:

A free planning guide filled with information and worksheets to help you apply what you learn to your own situation. This 135-page workbook is both your guide to the course and a valuable reference for the future.

A personal consultation with your instructor to help apply the concepts you have learned to your unique situation. At that time, you can ask specific questions about your investments and goals. There is no obligation or cost for this appointment.

To enroll, please visit https://registration.fostercity.org/wbwsc/webtrac.wsc/search.html and search the keyword "passport" to locate the course sign up page.


FAQs

How can I contact the organizer with any questions?

Please contact Anthony DiRegolo (650-227-0406) or Bob Stafford (650-227-0379) at SGC Financial & Insurance Services for questions related to this course.

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Absolutely. We encourage you to bring your spouse or a friend to the event with you at no extra cost. However, if bringing a friend from a different household, you may need to sign a release form at the registration desk.

Can we purchase tuition/tickets at the door?

Unfortunately, at this time advance registration and prepayment is required. To enroll, please visit https://registration.fostercity.org/wbwsc/webtrac.wsc/search.html and search the keyword "passport" to locate the course sign up page.

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Location

Foster City Parks & Recreation

650 Shell Blvd

Foster City, CA 94404

View Map

Refund Policy

Refunds up to 7 days before event

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