BFPM – Your Retirement Assets: Location, Allocation – Are You Prepared?

BFPM – Your Retirement Assets: Location, Allocation – Are You Prepared?2022-07-13T14:41:33-07:00
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Date/Time

Date(s) - September 28, 2022
6:30 pm - 8:30 pm

Location

SDDS Classroom
2035 Hurley Way, Suite 200
Sacramento,


Event Details

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.

Learning Objectives:

  • 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.

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