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