Tuesday, April 7: TAKE CONTROL OF YOUR RETIREMENT Sam Oceguera and Brian Chong, both licensed Mass Mutual financial planners, will discuss ways to improve your ability to retire how and when you want.
Monday, April 13: ESTATE AND TRUST PLANNING Meet James J. Phillips, experienced Probate and Estate Planning Attorney serving Alameda County, who will speak on estate planning, trusts, probate, and related tax matters.
Monday, April 27: FINDING FINANCIAL BALANCE See how combining time-tested principles of risk management with sensible strategies for long-term tax-reduction can give you the potential to grow your assets and increase your net spendable income in retirement. Speaker F. Thomas Laniecki has conducted close to 100 seminars and over 1,000 one-on-one financial education sessions for employees at Bay Area companies on a variety of financial topics and employee benefits.
Tuesday, April 28: MAKING THE MOST OF SOCIAL SECURITY Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. Chunchi Ma, Financial Advisor with Waddell & Reed, leads this educational workshop.
The Fremont Main Library is located at 2400 Stevenson Boulevard, and is wheelchair accessible. The Library will provide an ASL interpreter for any event with at least seven working days’ notice. Please call 510-745-1401 or TTY 888-663-0660 for more information.