About this Event
CLICK HERE TO REGISTER ON THE COLLEGE OF SAN MATEO'S WEBSITE. REGISTRATION THROUGH THEIR WEBSITE IS REQUIRED.
This 2-day course is to enable students to lay the ground work for their personal retirement plan whether their goal is to retire soon, or many years down the road. Even if some planning has been done in the past, this course will restore the student's confidence that they are on the correct path towards achieving their retirement goals. It is never too early to begin planning for retirement and protecting one's financial future.
What will the course cover?
- Creating retirement goals
- Determining the amount of money needed to retire
- Evaluating when to retire
- Whether to convert an IRA to a Roth IRA
- Planning for how inflation will impact retirement income
- Understanding social security benefit options and when to collect
- Estimating health care costs in retirement and how to cover them
- Post retirement estate planning - Income tax planning after retirement
- Etc.
Instructor: John Lau, CPA, CFP®
Tuition: $85 (Fee includes textbook, 6 hours of classroom instruction, and registration for both spouses. All proceeds go to the Community, Continuing & Corporate Education program at CSM.)
CLICK HERE TO REGISTER ON THE COLLEGE OF SAN MATEO'S WEBSITE. REGISTRATION THROUGH THEIR WEBSITE IS REQUIRED.
Presented in collaboration with the San Mateo County Community College District.
About the instructor: John Lau
John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.
Disclosure:
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. To read our full disclosure, go to: https://rscapital.com/disclosures/.
Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.
Event Venue & Nearby Stays
College of San Mateo, 1700 West Hillsdale Boulevard, San Mateo, United States
USD 0.00
