Upcoming Events
THURSDAY, AUGUST 1, and TUESDAY, AUGUST 6, 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, dates, and availability, please contact us.
Past Events
Social Security and Retirement Income Planning Workshops 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.
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.
