Everplans Training / Important Documents Workshop
Dec
2
9:30 AM09:30

Everplans Training / Important Documents Workshop

Please join me for a live Zoom workshop from the comfort of your own home as I review your client access to Everplans, an amazing important document / life organization planning tool and also go over a presentation on the organization of your Important documents.  This is an incredibly helpful topic for you to end the year strong and feeling organized while also making life easier for your loved ones if they ever needed to make sense of it all if you were no longer around.  (See Client Resources for more info on Everplans)

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Client Gratitude Event
Nov
18
12:00 PM12:00

Client Gratitude Event

As we approach Thanksgiving, we want to express our sincere appreciation to all of our clients who have allowed us to be a part of your lives in helping you plan for the most important things for your future and your families.

Please join us on Saturday, November 18th anytime from 12-3 pm for an afternoon of food (fresh Taco cart and more), games, and giveaways on the San Diego harbor coast.  More details will be sent via email, but save the date now.  Look forward to seeing you there!

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"Return On Life" Workshop
Oct
14
9:30 AM09:30

"Return On Life" Workshop

How to Get the Best "Return on Life" In Your Retirement

 Presented by Jeff Boyd, CFP, Phase Four Financial Solutions

Retirement is changing, and chances are, your golden years are going to be very different than your parents’ or grandparents’.

Prepare yourself for the challenges and opportunities of the new retirement landscape with this interactive workshop.

We will show you how to get the best retirement possible with the money you have.

Join as we discuss:

●     While investments & sufficient cash flow are essential, retirement is about so much more than just having enough money to retire.  "Return on Life" doesn't get the same attention as "Return on Investment".

●     The implications of "The New Retirementality" – insights from the book by Mitch Anthony

●     The 6 challenges of retirement

●     The 3 questions you must answer before deciding to retire

●     How to balance Vacation and Vocation

●     Will also touch on considerations re: Medicare, Social Security, and other planning issues

Hosted by - Jeff Boyd, CFP

Date - October 14, 2017

Time - 9:30a – 11:30a

Place - 8880 Rio San Diego Dr. Suite 325, San Diego, CA 92108

RSVP - Please RSVP to Jeff Boyd at jeff@phase4fs.com with the number of guests attending by October 13, 2017

There is no cost or obligation for this free educational workshop and no products will be sold.

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