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East Bay Alumni: Demystifying Your Finances: Taxes, Retirement and More

DAR, Chapter Events, Virtual
Jan
23

Online via Microsoft Teams |
January 23 @ 12:00 pm - 1:00 pm

The East Bay Chapter of the Berkeley Haas Alumni Network invites you to a workshop on Demystifying Your Finances: Taxes, Retirement and More. In this seminar, you will learn the following: Tax Diversification Strategies How to plan for your retirement Legacy planning – beneficiaries strategies, trusts and wills, Power of Attorney, and Health Care Directives Presenters: Emil J. Peinert, Managing Director, and Bill Farber, Financial Advisor, Foci Wealth Management. https://www.ameripriseadvisors.com/team/foci-wealth-management/financial-advice-team/ 

The Teams link with be emailed to registered attendees prior to the event.

Questions? Contact Dean Suzuki – [email protected].

Register