Torrance Memorial presents Taking Care of Your Financial Health, a free, interactive seminar series presented by Torrance Memorial's Professional Advisory Council (PAC). Learn about estate planning, changes to the tax code, how to plan for retirement, long-term care insurance policies and more.
Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life-care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.
Investing For and During a Successful Retirement
Topics:
- Defining & Planning your dream retirement
- Investment essentials for each phase of retirement
- Common retirement investments – pros & cons
- Six(6) costly retirement investing mistakes and how to avoid them
Presenters:
- Kevin Bidenkap, CFP
- Tom Schlappatha, CFP
Learn investment concepts and tips to set yourself up for a successful retirement and how to avoid costly mistakes.