smason@fresnofinancialadvisors.com
Fresno Financial Advisors
5260 N. Palm Ave., Suite 320
Fresno, CA 93704
559-892-0002

EDUCATIONAL EVENTS

August events

THIS ONE-NIGHT CLASS IS PACKED FULL OF VITAL INFORMATION ALL RETIREES NEED TO KNOW

Two Evening Options @ CSUF

Craig School of Business
5245 N Backer Avenue, Fresno

Wednesday, August 7, 2024
or
Monday, April 12, 2024

Register Here

Our retirement course is designed to give you a concise version of everything you need to know to create a successful retirement.

INCOME PLANNING

Social Security

  • What you need to know about recent changes.
  • How to maximize benefits and when the deadlines are.
  • Picking the strategy that’s right for you.

Pensions

  • How to pick the option that’s right for you.
  • How to create a reliable income stream if you don’t have a pension.

Efficient Withdrawal Strategies

  • Learn about the SECURE Act 2.0 and how to coordinate taxable, tax-deferred, and tax-free investments.

FINANCIAL CONCERNS

  • Today’s Market is Uncertain; What Now?
  • How to Help Protect Your Profits from a Volatile Market.
  • Preparing for Inflation and Taxes.
  • Understanding the Differences Between Advisors.
  • Running Out of Money and Strategies to Help.

PREPARING FOR THE UNEXPECTED

  • How to Determine Your Worst-Case Scenario: Survivorship Planning.
  • Planning for Longevity.
  • Health Care Planning.
  • What Happens After You’re Gone?

HOW TO NAVIGATE TODAY’S RETIREMENT CHALLENGES.

  • From Recession, High Inflation, and Higher Taxes to the Volatile Market and Life Expectancy.

THE 7 KEYS FOR A SUCCESSFUL RETIREMENT STRATEGY

  • Learn the strategies being taught by Harvard & Stanford professors to maximize your retirement.
Register Here

We believe education is your greatest resource. We want to help you conquer every financial obstacle you encounter and provide clarity on unfamiliar financial concepts.

We provide financial education to our community through our educational events. Our events are designed to provide you with professional insight for your financial journey and put you in touch with our team of financial professionals.

Let’s take the next step toward your financial future together.

For any questions about our upcoming events, please provide your information in the form below.

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