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SFPL Financial Freedom WKSP 4: Retirement Planning & Estate Preservation

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San Francisco Public Library

100 Larkin st

5th Floor Learning Center

San Francisco, CA 94102

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FREE FINANCIAL FREEDOM WORKSHOP SERIES

WORKSHOP 1: INCREASE CASH FLOW AND DEBT MANAGEMENT (June 7th)

  • ØDiscover $$$ that you did not know you had
  • ØCost of SAVING $6.60 a day
  • ØLearn where your money goes
  • ØUnderstand some misconceptions in defining assets and liabilities
  • ØKnow the tax advantages of being a business owner
  • ØLearn how to pay off debt faster with debt roll up


WORKSHOP 2: STRONG FINANCIAL FOUNDATION AND PROPER PROTECTION (June 14th)

  • ØHow to build a strong financial foundation
  • ØThe relationship between building wealth and fulfilling your responsibilities
  • ØDo I need life insurance
  • ØIf so, how much do coverage do I need?
  • ØDifferent types of life insurance
  • ØHow to choose the most suitable insurance product for your family


WORKSHOP 3: BUILDING WEALTH AND ASSET ACCUMULATION (June 21st)

  • ØThe Wealth Building Formula
  • ØCost of waiting longer to invest
  • ØEffect of Taxes & Inflation on purchasing power
  • ØIdentify and differentiate Tax Now, Tax Later & Tax Advantage Assets
  • ØDollar Cost Averaging & Asset Allocation
  • ØActive vs Passive Wealth Management


WORKSHOP 4:RETIREMENT PLANNING ANDWEALTH PRESERVATION (June 28th)

  • ØWhat sources of income you will have for retirement
  • ØUnderstanding key differences among fixed, indexed and variable rates
  • ØHow Estate Planning Works?
  • ØWhat is your plan for Long Term Care?
  • ØDoes Medicare covers all my costs?
  • ØWill and Trusts are not just for the wealthy

This is a series of four stand alone workshops that be taken independent of each other or all of them.

Spouse or significant others are welcome. Please bring notebook and pen, an open mind and all your questions. Since we have a packed agenda we will start on time so please arive few minutes prior to get seated.


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San Francisco Public Library

100 Larkin st

5th Floor Learning Center

San Francisco, CA 94102

View Map

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