This workshop is being delivered by Beverly Drive Financial and is brought to you by the SMC Community Education program.

JOIN US FOR A SPECIAL EVENT WHERE YOU WILL LEARN TO...

Join other proactive and successful retirees who have learned through this workshop how to educate themselves and improve their future.

Location: Santa Monica College

                 Bundy Campus - Room 428

                 3171 South Bundy Drive

                 Los Angeles, CA 90066

Date: Wednesay, November 5th 

          at 6:30 PM

This complimentary workshop is designed to help you make smarter, more confident financial decisions as you approach or enjoy retirement.

It’s an honest, straightforward discussion about what’s changing in today’s retirement landscape and what you can do to stay prepared.

Consolidate and better manage old retirement accounts (401(k), 403(b), IRA, Roth, and pension rollovers)

Protect your savings from market volatility and inflation risk

Create guaranteed lifetime income you can’t outlive

Understand recent IRS tax law changes and how they impact your retirement 

Maximize your Social Security benefits — and uncover spousal, widow, or divorcee benefits you may not know about

Address

Bundy Campus, Room 428

3171 South Bundy Drive

Los Angeles, CA 90066

DISCLOSURE

This content is not Legal or Tax Advice. The workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation.