San Jose Retirement Workshop 5/29/2019 and 5/30/2019
at 6:00 PM Southside Community Center

Whether you are approaching retirement age, or already in retirement, there is one thing for certain-TAXES and stock market volatility. If you don’t plan properly for both, your retirement plans can be affected. How do you know the money is going to get you through retirement? What if you run out? The Financial Knowledge Institute is here to help!

Join Eric Heckman, CFP® to learn more about:
• How to protect your assets from taxes and market losses
• How to optimize your assets to potentially increase your earnings and income
• How to create an income stream that cannot be outlived
• Recent changes to the tax code, how they can affect you and what you can do about it
• How your IRA, 401K, 403b and other retirement plans could pose a big tax issue and how to plan for it
• What are alternatives to the stock market and how should they be used
• Why having an income plan is critical

Advanced Registration is required. Call 866-734-8465 or complete the registration option below to attend!

The Financial Knowledge Institute is a 501c3 Non-Profit Organization that specializes in community education on personal financial matters.