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Education

Refresh Your Financial Plan

  • Thursday, July 18th, 2024
  • @
  • 1:00 PM
  • 1:00 PM
  • La Jolla Community Center
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About the Event

An Educational Course for Age 55+
Making your money last throughout retirement has never been more challenging. People are living longer, and fewer retirees have traditional pensions. While most retirees are covered by Social Security, this program also faces financial challenges.
This course will help you develop a personalized retirement income plan and help you reassess your current financial situation. Presented by Susan Alefi, AAMS®, ChFC®, a Wealth Management Advisor and member of the Financial Planning Association.

Thursday, July 18. 1-2pm. Free/Open to all.
REGISTRATION REQUIRED.
To learn more and register, visit www.ljcommunitycenter.org/specialevents

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Contact Us

[email protected]

1230 Columbia Street, Suite 800,

San Diego, CA