Date(s) - September 28, 2022
6:30 pm - 8:30 pm
2035 Hurley Way, Suite 200
Your Retirement Assets: Location, Allocation – Are You Prepared? (In-person course)
No CEU • Member Price: $75 early / $90 regular
How do you know how much to save for retirement? What issues are important to know when investing for retirement? In this session you will learn key concepts to help you make decisions and how to evaluate the type of help to get.
- How to decide how much to save
- How to evaluate if you’ve saved enough
- Types of tax advantaged accounts available for retirement savings
- Understanding investment concepts and types of help available
Elizabeth Clark; California Dentists’ Guild (SDDS Vendor Member):
With more than 30 years experience in finance, management, trust administration, investment advisory, retirement counseling and administration, Elizabeth joined CDG in 2001. In 2014, she earned her Accredited Investment Fiduciary (AIF) designation. Issued by the Center for Fiduciary Studies, the designation prepares investment professionals to carry out their fiduciary responsibilities and obligations.
Abiy Fisseha, CFP, CPC; Account Executive, VP; Newfront:
Mr. Fisseha is a Certified Financial Planner® and a Certified Pension Consultant with over 20 years experience in the financial services industry. He is a fiduciary advisor for the CDG retirement and investment platform with oversight responsibilities for the investments that are offered to members. He conducts public seminars on general retirement and investment topics.
Instructions for completing fillable PDF forms: Please open the fillable PDF form directly in Adobe Reader®/Acrobat. Get the free latest version of Adobe Reader®. Once you have filled out each field, please save a copy for your records to guarantee submission. Next, click the SUBMIT button to return the completed form to SDDS by email.