Raising Awareness for Better Retirement Security

Financial Perspectives supports the National Retirement Planning Coalition’s efforts to raise awareness about retirement planning. To follow up on the Coalition's national event held in April, and to celebrate locally, we will be hosting our own Tri-Valley Retirement Planning Week!

From October 22 thru 26, we will host a series of webinars tackling the most pressing challenges to today's retirement security. From October 22 thru October 26, the following topics will be held as 1-hour online webinar sessions. The webinars will start promptly at 11:00 am daily. Please see the scheduled agenda below for details

***Please note that there will be limited space for each workshop, so RSVP as soon as possible. You must RSVP for each workshop separately.

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October 22, 2018 – Why Risk It? Identifying the Greatest Risks to Retirement Security

The risks to a successful retirement are many; here we identify the greatest ones and discuss key risk management actions to take.

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October 23, 2018 - Women & Retirement

Retirement planning seems a daunting task, and presents particular challenges for women. This webinar helps women identify those risk and empowers them to plan to overcome them.

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October 24, 2018 – How to Financial Survive a Gray Divorce

While the overall divorce rate is declining in the U.S., this rate has more than doubled since the 1990s for people ages 50 and over. Today’s webinar identifies critical financial gray divorce issues and how to manage risks they pose to your retirement security.

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October 25, 2018 - Making your Money Last

Where will your retirement paycheck come from? How do you make sure your savings lasts for your lifetime? Join us as we identify the major investment risks retirees face when they have to balance the necessity of portfolio growth with the equally important need to avoid devastating losses.

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October 26, 2018 – Social Security and Medicare – What will you do if they are not around?

It has been years since any significant changes have been made to these two programs, despite countless warning that they are unsustainable as is. Here we weigh risks to these benefits, and what should be done in your planning to mitigate them.