What we're about

Are you already retired or looking to retire soon? If so, this is the perfect group to join that’s available for locals in the Palos Verdes area.

We as a group will strive to ensure that you are fully prepared to enjoy your retirement years without the common worries or mistakes people make with their hard earned money.

With retirees living longer and more active lives, its essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. This group will help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

We will cover important topics related to retirement planning and personal financial strategies such as (but not limited to):

- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs

Upcoming events (5+)

Retirement Planning Workshop

608 Silver Spur Road

Are you approaching retirment and worried if you have saved enough to maintain your current lifestyle? Are you worried about running out of money in retirement? ONLY 75% OF AMERICANS NEARING RETIRMENT HAVE LESS THAN $30K IN RETIRMENET SAVINGS. NEARLY 45% OF AMERICANS ARE AT RISK OF RUNNING OUT OF MONEY IN RETIRMENET. MORE THAN 50% ARE AT RISK OF NOT BEING ABLE TO SUSTAIN THEIR CURRENT STANDARD OF LIVING. Join us for our first meeting about common mistakes and misconceptions regarding investments for retirement. Investment planning during retirement is not the same as investing for retirement, and it can be very complicated without the proper information and guidance. How, then, should you manage your investments during retirement? Join us for an evening discussion with a very special guest and myself to learn more about how we are preparing people to retire comfortably and stress-free. We will discuss the most important factors you need to consider.

Retirement Planning Workshop

608 Silver Spur Road

Are you approaching retirment and worried if you have saved enough to maintain your current lifestyle? Are you worried about running out of money in retirement? ONLY 75% OF AMERICANS NEARING RETIRMENT HAVE LESS THAN $30K IN RETIRMENET SAVINGS. NEARLY 45% OF AMERICANS ARE AT RISK OF RUNNING OUT OF MONEY IN RETIRMENET. MORE THAN 50% ARE AT RISK OF NOT BEING ABLE TO SUSTAIN THEIR CURRENT STANDARD OF LIVING. Join us for our first meeting about common mistakes and misconceptions regarding investments for retirement. Investment planning during retirement is not the same as investing for retirement, and it can be very complicated without the proper information and guidance. How, then, should you manage your investments during retirement? Join us for an evening discussion with a very special guest and myself to learn more about how we are preparing people to retire comfortably and stress-free. We will discuss the most important factors you need to consider.

Retirement Planning Workshop

608 Silver Spur Road

Are you approaching retirment and worried if you have saved enough to maintain your current lifestyle? Are you worried about running out of money in retirement? ONLY 75% OF AMERICANS NEARING RETIRMENT HAVE LESS THAN $30K IN RETIRMENET SAVINGS. NEARLY 45% OF AMERICANS ARE AT RISK OF RUNNING OUT OF MONEY IN RETIRMENET. MORE THAN 50% ARE AT RISK OF NOT BEING ABLE TO SUSTAIN THEIR CURRENT STANDARD OF LIVING. Join us for our first meeting about common mistakes and misconceptions regarding investments for retirement. Investment planning during retirement is not the same as investing for retirement, and it can be very complicated without the proper information and guidance. How, then, should you manage your investments during retirement? Join us for an evening discussion with a very special guest and myself to learn more about how we are preparing people to retire comfortably and stress-free. We will discuss the most important factors you need to consider.

Retirement Planning Workshop

608 Silver Spur Road

Are you approaching retirment and worried if you have saved enough to maintain your current lifestyle? Are you worried about running out of money in retirement? ONLY 75% OF AMERICANS NEARING RETIRMENT HAVE LESS THAN $30K IN RETIRMENET SAVINGS. NEARLY 45% OF AMERICANS ARE AT RISK OF RUNNING OUT OF MONEY IN RETIRMENET. MORE THAN 50% ARE AT RISK OF NOT BEING ABLE TO SUSTAIN THEIR CURRENT STANDARD OF LIVING. Join us for our first meeting about common mistakes and misconceptions regarding investments for retirement. Investment planning during retirement is not the same as investing for retirement, and it can be very complicated without the proper information and guidance. How, then, should you manage your investments during retirement? Join us for an evening discussion with a very special guest and myself to learn more about how we are preparing people to retire comfortably and stress-free. We will discuss the most important factors you need to consider.

Past events (10)

Retirement Planning Workshop

608 Silver Spur Road

Photos (1)