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Free educational lecture for boomers

I would like to suggest a timely and free lecture from a local nonprofit organization that serves our age group: How to reduce your tax burden in retirement
Date and time: Tuesday, March 19, 2013 at 10:00 AM
Location: Fifth floor of 550 South Winchester Blvd., San Jose, CA 95128
Learn tips that enable you to take full advantage of your social security benefits, lower your tax burden and retirement strategies from Teri Sinclair, a 23-year veteran of the financial services industry. Teri has worked at Morgan Stanley Dean Witter, AllianceBernstein and New York Life with many years of experience in estate planning, insurance, variable annuities and investments. She holds a California State Life and Health License.

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  • Anne Ferguson changed the location to Educational lecture

    March 6, 2013

  • A former member
    A former member

    Can you post the key takeaways? Some of us are still working M-F full-time.

    March 5, 2013

  • Anne F.

    You can contact them by email if you have questions - [masked]

    March 5, 2013

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