Improve your retirement plan in just one hour.
In the second of a two-part Financial Wellness Series, please join us at this workshop with Chris Welton, Wealth Management Advisor to Silicon Valley executives. We will learn about the six retirement risks, goals to set before and during retirement, and strategies for a sound retirement income plan.

This event is open to all alumni. We hope to see you there!

Event Details

Topic: Improve your retirement plan in just one hour.
Event Date: Thursday, September 12, 2024
Event Time: 4 – 5.30 PM PST
Location: By Zoom (Link shared upon registration)

Draft Agenda:
4:00 PM – Welcome & Introductions from Chapter Leads: Hear from our chapter leads about recent and upcoming plans.
4:15 PM – Retirement Workshop with Chris Welton: Chris Welton, Wealth Management Advisor to Silicon Valley executives, will guide our workshop about the six retirement risks, goals to set before and during retirement, and strategies for a sound retirement income plan.
5:30 PM – Wrap-Up: Reflect on key takeaways and close with a few final thoughts.

RSVP HERE

The P&G Alumni Network – SF Bay Area Chapter’s Financial Wellness Series is kindly sponsored by Clavius Wealth Management.