Smart Financial Planning: How to Plan to Succeed

Mitchell Kauffman, managing director of S.B.-based Kauffman Wealth Services, will lead a two-part course providing tips on how to restore financial confidence and independence.

When: Saturday, Oct. 6, 2012, 10 a.m. to noon

Where: Wake Ctr., 300 N. Turnpike Rd., Santa Barbara

Cost: Free

Age limit: Not available

Categories: Classes


Those attending the workshops will learn key strategies to making their retirement as financially and emotionally fulfilling as possible. Topics explored will include:

· How to invest for financial independence?: Learn how stocks, bonds, mutual funds and annuities work, and how to select and combine them to achieve goals and generate reliable income.

· When can you afford to retire?: Learn to calculate how much you’ll need to set aside each year, what rate of return you’ll need to get, and how to manage financial risk along the way.

· Will your money last as long as you do?: A significant fear of retirees is running out of money. Learn about potential financial risks that can drain your savings in retirement, and methods for managing retirement income designed to make your money last.

The two-part courses will be held on Saturday, October 6, and Saturday, October 13, from 10am-noon. To sign up for the courses, please call 805/964-6853 or visit; course number 504151.

Phone: 805-964-6853

Event posted Sept. 19, 2012
Last updated Sept. 19, 2012


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