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Community Corner

Free Financial Planning Seminar - "Retirement Income Planning"


Please Join Us for our latest Financial Planning Seminar





“Retirement Income Planning”


As you approach or enter retirement, your mindset needs to begin to
move from accumulation to distribution. That’s what retirement income
planning is all about–understanding how much annual income you’ll need
during your retirement years to support the lifestyle that you want, and
positioning your assets to provide that income.


In this informative seminar we will focus on options and strategies
for income that help keep your finances in order throughout your
retirement. You will take away from this presentation and interactive
discussion a much better understanding of a number of important issues
and factors that affect them including:


  • What retirement means to you.
  • When to begin your retirement.
  • The length of your retirement
  • How much income you will need
  • How to maximize your ability to enjoy retirement.
  • How to minimize the chance of outliving your money
  • How to manage the financial risks related to health and long term care.

Choose from 3 convenient dates and locations nearest you!

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  • Thursday October 3, 2013 6-7:30pm in Los Gatos*
  • Tuesday October 8, 2013 6-7:30pm in Scotts Valley*
  • Wednesday October 23, 2013 6-7:30pm in Palo Alto*

Come after work -  light food and drink will be provided.


Ted George, CFP®, MSFP, President and Principal for George Financial
Advisors, Investment Adviser and Financial Planner, offers this ongoing
unique and valuable service to educate and answer questions.

Find out what's happening in Campbellwith free, real-time updates from Patch.


Don’t miss this exciting, informal, no obligation opportunity to
learn from an expert and experienced Financial Planner and enhance your
chances to Be Prepared and Live Well!


Please feel free to pass this information on to any family, friends or colleagues who may be interested in attending.


* Reservations are required. Please RSVP to admin@GeorgeFA.com
to confirm your seat and receive location details and further
information. Include your full name, email, date and location attending,
along with the full names of any others attending with you.


Seating is limited, so R.S.V.P.  soon.

for more information on George Financial Advisors: http://www.georgefa.com/

for more information on the event: for more information on George Financial Advisors: http://www.georgefa.com/








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