Free

Retirement Planning Workshop

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Zov's Bakery

17440 17th Street

Tustin, CA 92780

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Have you been thinking about retiring?

Come join us for breakfast as we discuss how to plan for retirement. At this event, we will be covering in detail our Retirement Planning Toolkit.


Retirement Checklist - Our top eight essential items to consider prior to making the transition into retirement.

Net Worth Scorecard - This simple scorecard will help you get a clear understanding of all your assets and liabilities in one easy to review location.

Retirement Budget Template - Often overlooked, this is one of the most important factors in deciding whether or not to retire. We'll help you complete your budget at the event.


We will be keeping these workshops small so every participant receives hands on training and assistance. Due to the group being smaller in size, please register early.


Breakfast buffet and coffee service will begin at 8:30 am. Skip the line and arrive early. The workshop will begin at 9 am.

Event Hosts: Marcia Clark and Cary Facer


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Date and Time

Location

Zov's Bakery

17440 17th Street

Tustin, CA 92780

View Map

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