Retirement IQ Workshop

Schedule

Thu May 01 2025 at 04:30 pm to 06:30 pm

UTC-07:00

Location

La Porta Restaurant & Bar | Sacramento, CA

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Learn how to boost your retirement knowledge and make smarter financial decisions at our Retirement IQ Workshop!
About this Event

Retirement IQ Workshop

Come join us for an informative and engaging workshop focused on boosting your retirement IQ! Whether you're just starting to plan for retirement or looking to enhance your existing strategy, this event is perfect for you. Our expert speakers will cover topics like financial planning, investment strategies, estate planning, real estate, medicare benefits, and maximizing your retirement savings. Don't miss out on this opportunity to secure your financial future! When did you last review your financial plans? Does your spouse or heirs know what do in the end?

Location: La Porta Restaurant & Bar


Agenda
Financial Services Professional
Host: Lee Stipp

Info: -Maximize retirement income streams,
-Avoid common retirement hazards,
-Steps on how to leave a legacy


Insurance Advisor
Host: Kristi Smith

Info: -Education on Medicare:
-Simplify process, Help navigating loopholes,
-Learn to Avoid penalties & protect your money


Attorney
Host: Terri Popkes

Info: -Specializes in Estate Planning, Probate, Conservatorships, and Elder Law.
-Helps clients protect their wealth through tailored estate planning.
-Provides probate assistance and mediation for families navigating legal processes.


Real Estate Broker
Host: Taylor Greer

Info: Learn more about your options in Real Estate including How to “Age in Place” & Reverse Mortgages


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Where is it happening?

La Porta Restaurant & Bar, 1860 Howe Avenue, Sacramento, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Hannah Zari

Host or Publisher Hannah Zari

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