Retirement Readiness Bootcamp

Retirement Readiness Bootcamp

Dates: Thursdays, May 9 and May 16, 5:30pm to 8:30pm (In-person)
Tuition: $85 (Fee includes registration for both spouses)
Class details:
College of San Mateo
1700 W Hillsdale Blvd, Building 10, Room 195 
San Mateo, CA 94402

**After enrollment please email: communityed@smccd.edu to confirm if 1 or 2 people will attend class**

This course is to enable students to lay the ground work for their personal retirement plan whether their goal is to retire soon, or many years down the road. Even if some planning has been done in the past, this course will restore the student's confidence that they are on the correct path towards achieving their retirement goals. It is never too early to begin planning for retirement and protecting one's financial future.

What will the workshop cover?

• Creating retirement goals
• Determining the amount of money needed to retire
• Evaluating when to retire
• Whether to convert an IRA to a Roth IRA
• Planning for how inflation will impact retirement income
• Understanding social security benefit options and when to collect
• Estimating health care costs in retirement and how to cover them
• Post retirement estate planning - Income tax planning after retirement

John Lau, CPA, CFP®
Managing Director, Principal
 

Robertson Stephens 
Company website: https://rscapital.com/office/burlingame-ca/
Contact Jennifer Spence, email: jennifer.spence@rscapital.com
Phone: (650) 250-0116