What we're about

Americans are facing serious retirement challenges. We simply do not have enough saved, or do not know where to begin. We believe in financial literacy, and we hope to help you build a secure financial future through understanding. Our community program—Financial Fitness—is here to provide you conceptual information on navigating the retirement planning landscape. Time is money: the earlier we learn these concepts the better off our financial future!

Upcoming events (5)

Financial Fitness - Healthcare & Long-term Care Community Finance San Francisco

Microsoft Store - Westfield San Francisco Centre

Americans are facing serious retirement challenges. We simply do not have enough saved, or do not know where to begin. We believe in financial literacy, and we hope to help you build a secure financial future through understanding. Our community program—Financial Fitness—is here to provide you conceptual information on navigating the retirement planning landscape. Time is money: the earlier we learn these concepts the better off our financial future! 1st Friday: Wealth Building Principles Understand the core investment principles in building wealth. What is the proper structure of a sound financial plan? 2nd Friday: Protect Assets and Family You cannot afford not to protect your hard-earned assets. As we focus on building wealth, we need to properly protect our assets and our families. 3rd Friday: Secure Life-time Income The biggest retirement concern is running out of money. Besides Social Security Benefits, how do I turn my personal savings or retirement plans into a secure lifetime income stream? What other options do you have? 4th Friday: Healthcare & Long-term Care There is a 70% chance that a retiree(you or your parents) will need some type of long term care services, and healthcare’s not getting cheaper! Let’s understand the different types of care and the various funding methods. Workshop Agenda: 6:15PM - Networking 6:30PM - Presentation 7:15PM - Q&A

Financial Fitness - Wealth Building Principles - Community Finance San Francisco

Microsoft Store - Westfield San Francisco Centre

Americans are facing serious retirement challenges. We simply do not have enough saved, or do not know where to begin. We believe in financial literacy, and we hope to help you build a secure financial future through understanding. Our community program—Financial Fitness—is here to provide you conceptual information on navigating the retirement planning landscape. Time is money: the earlier we learn these concepts the better off our financial future! 1st Friday: Wealth Building Principles Understand the core investment principles in building wealth. What is the proper structure of a sound financial plan? 2nd Friday: Protect Assets and Family You cannot afford not to protect your hard-earned assets. As we focus on building wealth, we need to properly protect our assets and our families. 3rd Friday: Secure Life-time Income The biggest retirement concern is running out of money. Besides Social Security Benefits, how do I turn my personal savings or retirement plans into a secure lifetime income stream? What other options do you have? 4th Friday: Healthcare & Long-term Care There is a 70% chance that a retiree(you or your parents) will need some type of long term care services, and healthcare’s not getting cheaper! Let’s understand the different types of care and the various funding methods. Workshop Agenda: 6:15PM - Networking 6:30PM - Presentation 7:15PM - Q&A

Financial Fitness - Protect Assets and Family - Community Finance San Francisco

Microsoft Store - Westfield San Francisco Centre

Americans are facing serious retirement challenges. We simply do not have enough saved, or do not know where to begin. We believe in financial literacy, and we hope to help you build a secure financial future through understanding. Our community program—Financial Fitness—is here to provide you conceptual information on navigating the retirement planning landscape. Time is money: the earlier we learn these concepts the better off our financial future! 1st Friday: Wealth Building Principles Understand the core investment principles in building wealth. What is the proper structure of a sound financial plan? 2nd Friday: Protect Assets and Family You cannot afford not to protect your hard-earned assets. As we focus on building wealth, we need to properly protect our assets and our families. 3rd Friday: Secure Life-time Income The biggest retirement concern is running out of money. Besides Social Security Benefits, how do I turn my personal savings or retirement plans into a secure lifetime income stream? What other options do you have? 4th Friday: Healthcare & Long-term Care There is a 70% chance that a retiree(you or your parents) will need some type of long term care services, and healthcare’s not getting cheaper! Let’s understand the different types of care and the various funding methods. Workshop Agenda: 6:15PM - Networking 6:30PM - Presentation 7:15PM - Q&A

Financial Fitness - Secure Life-time Income - Community Finance San Francisco

Microsoft Store - Westfield San Francisco Centre

Americans are facing serious retirement challenges. We simply do not have enough saved, or do not know where to begin. We believe in financial literacy, and we hope to help you build a secure financial future through understanding. Our community program—Financial Fitness—is here to provide you conceptual information on navigating the retirement planning landscape. Time is money: the earlier we learn these concepts the better off our financial future! 1st Friday: Wealth Building Principles Understand the core investment principles in building wealth. What is the proper structure of a sound financial plan? 2nd Friday: Protect Assets and Family You cannot afford not to protect your hard-earned assets. As we focus on building wealth, we need to properly protect our assets and our families. 3rd Friday: Secure Life-time Income The biggest retirement concern is running out of money. Besides Social Security Benefits, how do I turn my personal savings or retirement plans into a secure lifetime income stream? What other options do you have? 4th Friday: Healthcare & Long-term Care There is a 70% chance that a retiree(you or your parents) will need some type of long term care services, and healthcare’s not getting cheaper! Let’s understand the different types of care and the various funding methods. Workshop Agenda: 6:15PM - Networking 6:30PM - Presentation 7:15PM - Q&A

Past events (5)

Financial Fitness - Secure Life-time Income - Community Finance San Francisco

Microsoft Store - Westfield San Francisco Centre

Photos (4)