Upcoming Events

TUESDAY, APRIL 2nd, 2024 and THURSDAY, APRIL 11th, 2024

6:00 PM - 7:30 PM

Valencia Public Library
23743 W. Valencia Blvd.
Santa Clarita, CA 91355

JOIN US FOR AN EDUCATIONAL WORKSHOP: RETIREMENT INCOME PLANNING

Retirement income planning involves understanding the income needed for your desired retirement lifestyle and arranging your assets to provide it. Although each plan is unique, there are steps to ensure a financially secure retirement.

In this class, we’ll focus on three crucial aspects of retirement income planning:

  • Planning your retirement income: Understand how much money you’ll need for the retirement lifestyle you desire.
  • Estimating expenses: Learn to calculate the required retirement funds, considering healthcare, taxes, and inflation.
  • Supplementing income: Explore ways to augment fixed incomes like Social Security with personal savings and investment strategies.

For more information and availability, please contact us.

Valencia Library

Past Events

Social Security Workshop 2024

Women & Wealth Seminar 2023

Daniela has been conducting workshops in the private and public sector for over 10 years, educating thousands of public employees, business owners and their employees.

Sharing her knowledge and experience at national industry summits with other financial professionals as a panelist and speaker.

For many years Daniela has been involved in the community, for example supporting local schools with sports equipment or backpack giveaways, and helping police fundraisers for children’s hospitals.