About this Event
Retirement IQ Workshop
Come join us for an informative and engaging workshop focused on boosting your retirement IQ! Whether you're just starting to plan for retirement or looking to enhance your existing strategy, this event is perfect for you. Our expert speakers will cover topics like financial planning, investment strategies, estate planning, real estate, medicare benefits, and maximizing your retirement savings. Don't miss out on this opportunity to secure your financial future! When did you last review your financial plans? Does your spouse or heirs know what do in the end?
Location: La Porta Restaurant & Bar
Agenda
Financial Services Professional
Host: Lee Stipp
Info: -Maximize retirement income streams,
-Avoid common retirement hazards,
-Steps on how to leave a legacy
Insurance Advisor
Host: Kristi Smith
Info: -Education on Medicare:
-Simplify process, Help navigating loopholes,
-Learn to Avoid penalties & protect your money
Attorney
Host: Terri Popkes
Info: -Specializes in Estate Planning, Probate, Conservatorships, and Elder Law.
-Helps clients protect their wealth through tailored estate planning.
-Provides probate assistance and mediation for families navigating legal processes.
Real Estate Broker
Host: Taylor Greer
Info: Learn more about your options in Real Estate including How to “Age in Place” & Reverse Mortgages
Event Venue & Nearby Stays
La Porta Restaurant & Bar, 1860 Howe Avenue, Sacramento, United States
USD 0.00
