Upcoming Classes / Workshops
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Retirement Your Way October 15, 2008 6:45-8:45pm Three Critical Questions This Workshop Will Answer! • “Do I have enough money saved to support my lifestyle during the retirement years?” • “What is the best retirement distribution strategy for me?” • “How do I account for health care expenses?” Attend our 2-hour workshop and find out how making five critical decisions now can help you: 1. Bring your life and personal-finance goals into sharper focus 2. Choose the right income strategy to support the lifestyle you want and protect yourself against inflation-increase your confidence in your plan in the midst of uncertainty 3. Where do health care costs fit into my plan? 4. Protect your assets and provide for your spouse should you become disabled or your health declines 5. Learn the choices for long-term care planning FACT: Individuals and couples with a financial plan are most likely to achieve their retirement goals. Smart retirement planning involves important decisions in response to such critical questions as: • “Can I afford to retire?” • “How long will my money last and how much can I afford to spend?” • “How should I invest my assets to provide the income I anticipate needing with appropriate risk?” • “What decisions about my lifestyle are important?” • “How to plan for health care costs?” Workshop Details: Where: Jewish Community Center, When: October 15, 2008 @ 6:45-8:45
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June 11, 2008 (6:45-8:45pm)
Retirement Your Way
Three Critical Questions This Workshop Will Answer!
“Do I have enough money saved to support my lifestyle during my retirement years?”
“What is the best retirement distribution strategy for me?”
“How do I account for health care expenses?”
Attend our 2-hour workshop and find out how making five critical decisions now can help you:
1. Bring your life and personal-finance goals into sharper focus.
2. Choose the right income strategy to support your lifestyle.
3. Control health care costs.
4. Protect your assets and provide for your spouse.
5. Learn the choices for long-term care planning.
FACT: Individuals and couples with a financial plan are most likely to achieve their retirement goals.
Smart retirement planning involves important decisions in response to such critical questions as:
• “Can I afford to retire?”
• “How long will my money last?”
• “How should I invest my assets?”
• “What decisions about my lifestyle are important?”
• “How to plan for health care costs?”
Workshop Details:
Where: Jewish Community Center, 3200 California Street, San Francisco, CA 94118 (parking in the building)
When: June 11th, 2008 @ 6:45-8:45pm
Who: Ira Fateman, CFP®, M.Ed.
Register now or before May 1 and pay $25. After May 1 the fee is $50. Or call (415) 215-3822 for a free 30-minute phone consultation or to learn more about the workshop. (Tell a friend!) To Register Using Secure Paypal Click Here: Ira Fateman, CFP®, M.Ed is a Principal with SAS Financial Advisors, LLC. Ira is a financial planner, financial advisor, and investment manager. He is a “fee-only” advisor who has over 15 years experience. In addition his background includes psychotherapy and counseling in schools and community settings. An Investment Advisor and Financial Planner since 1999, Mr. Fateman holds a Personal Financial Planning certificate from the University of California Berkeley Extension, where he also serves as an instructor. He teaches regularly at “Parent’s Place” and other community settings. He is an active member of the Financial Planning Association, San Francisco Chapter. With Maurice Kamins, he trains financial advisory firms in “Relationship Management:” skills. Mr. Fateman earned a B.S. from Cornell University in Industrial and Labor Relations and an M.Ed. in Counseling from Northeastern University.
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April 10, 2008 Wills Trusts Estate Planning-Building Your Financial Safety Net Parents Place 710 Scott St Ira Fateman, CFP(r), M.Ed. March 3 - April 12, 2008 (Saturdays 9-5PM) Counseling Skills for Financial Planning Professionals University of California Berkeley (extension). Personal Financial Planning Certificate Program Ira Fateman, CFP(r), M.Ed. October 2, 2007 "International Investing and Currency Exchange" King George Hotel, San Francisco 6:30-8:30pm Scott Schwartz, CFP, CIMA ____________________________________ November 15, 2007 "Global Investments and the 2006 Pension Protection Act" Marriot Sydney Harbor, Sydney, Austrailia 3:30pm Scott Schwartz, CFP, CIMA |
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