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Financial Workshop with Lan: Define Your Legacy
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Today
Financial Workshop with Lan: Define Your Legacy
When:
Wednesday, July 23, 2014, 1:30 PM until 3:30 PM
Where:
Ashby Village Office
2330 Durant Ave.
Berkeley, CA 94704
510-204-9200
Additional Info:
Category:
Ashby Village Classes
Registration is required
Payment In Full In Advance Only
Cancellation Policy:
Add to my Calendar
What is this?
Financial Workshop with Lan:
Tax Free Investing for Seniors...
It's Not What You Make, It's What You Keep!
Village members are invited to this series of workshops focusing on managing retirement income for seniors. Lan Shaw, an experienced financial advisor who has been teaching workshops and classes at North Berkeley Senior Center, Emeryville Senior Center, and Emeryville Adult Education for 5 years, will give a 1 hour presentation covering the options that seniors have to protect their retirement income. She will then be open to questions from the attendees. Anyone who would like an individual assessment can request time for a one-on-one session after the workshop. RSVP today...limited space!
Lan Shaw has worked for Edward Jones since 2007 as a financial planner
and retirement consultant. She is a compassionate, giving, hard-working
professional who believes in treating her clients like family. Lan enjoys entertaining,
travel, cooking, hiking, and music. Her son, Preston inspired her to take
cello lessons and even become a little league umpire!
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Here
or call the office
(510) 204-9200
Metered street parking is available in 2 hour zones
around the office.
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