Free

Your Retirement Roadmap

Event Information

Share this event

Date and Time

Location

Location

Capitol Hill Library meeting room (2nd floor)

425 Harvard Avenue East

Seattle, WA 98102

View Map

Event description
Successful retirement depends on the actions you take today. Are you prepared? One-hour class on preparing for the retirement you deserve.

About this Event

A successful retirement depends on the actions you take today. Do you feel prepared? Are you confident you will be ready?

Join us for a discussion on preparing yourself and your finances for the retirement you deserve. In this 1-hour overview, we will cover:

  • Amount of money you need to retire
  • Retirement spending needs
  • Sources of income in retirement
  • Retirement savings vehicles

Plus, a good road-map provides mile markers to track your progress. You will learn how much you should be savings at each age to achieve the financial future you deserve.

Click here to learn more and RSVP.

This course is being held in the 2nd floor meeting room at the Capitol Hill branch of the Seattle Public Library.

RetirementPrep.Org classes are generally held at Seattle area public libraries. These introductory classes are open to the public at no cost. No products or services will be advertised or sold during the meeting. This event is not sponsored by The Seattle Public Library.

PRESENTER: Steven Geri, CFA

Steve leverages his investing, wealth management, and retirement planning experience into helping people address challenging money issues and boost their financial literacy. He has founded two independent investment management companies, led Savant Capital Management’s digital investing initiative, and is a former executive with Charles Schwab & Co., Inc.

As the founder of Denny Park Investments LLC in Seattle, Steven ties together investment management and financial planning with an understanding of the issues faced by those working toward their retirement goals. He teaches individuals and families to build the financial future they deserve. Furthermore, Mr. Geri volunteers with Financial Beginnings—a nonprofit that provides accessible and unbiased financial education to youth and adults.

Steven holds an MBA from the Fuqua School of Business at Duke University, a M.S. in engineering from Texas A&M University and a B.S. in engineering from the University of Washington. In addition, Mr. Geri is a holder of the right to use the Chartered Financial Analyst® designation.

Share with friends

Date and Time

Location

Capitol Hill Library meeting room (2nd floor)

425 Harvard Avenue East

Seattle, WA 98102

View Map

Save This Event

Event Saved