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

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

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 - dean.suzuki@gmail.com.Register<location-name>Virtual</location-name><event-type>Chapter Events</event-type>

📍 Online via Microsoft Teams

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