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RSVP: Lunch and Learn: 401(k) mistakes

  • Jul 29, 2014 · 11:45 AM
  • This location is shown only to members

We will discuss the myth about retirement planning. We are living in a totally different environment when 401(k) plan was made available in 1980. While the plan worked great for those who are retiring today, the traditional approach may not work for us all who will retire in 10, 20 or 30 years. We will discuss a new perspective, and do some exercise to understand what recourse we can make. Discussions will cover individual situations and corporate planning. Facilitator: Alex Kurosawa. Lunch provided. RSVP required. No financial advisors, please.

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  • Alex K.

    Hi, Kim. This meeting is prepared to benefit those who are seeking wisdom about a specific topic. I invite an expert(s) to cover the agenda. Asset management is off focus today.

    July 29, 2014

  • Kim G.

    Alex, as a CFP(tm) I'm curious why you don't want financial advisors attending. If it's because you are one, I respect that. If it's because your alternative ideas may be criticized by someone on the asset management side of the business, that's not in the best interest of your audience.

    July 28, 2014

  • Mary W.

    Looking forward to learning more about my 401(k) planning.

    July 23, 2014

  • Alex Kurosawa changed the time from 11:45 PM to 11:45 AM

    July 22, 2014

  • Alex K.

    Space limited. RSVP required.

    July 22, 2014

  • Alex Kurosawa changed the location for this Meetup

    July 22, 2014

  • Alex Kurosawa changed the date and time to Tuesday, July 29, 2014 at 11:45 PM

    July 22, 2014

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