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Financial Planning for Retirement
September 22, 2019 @ 4:00 pm - 5:30 pm PDT
$20
As the new year approaches, I invite you to spend some time reflecting on your finances: where are you now, and where you would like to be?
I will be holding two sessions, each focusing on a different life stage: Planning for Retirement and Financial Planning for Families. You may attend either session or both. Each session will be about answering your questions related to these topics, but please note that no financial products will be sold or endorsed. These sessions will be about debunking myths, gaining knowledge, and developing confidence in planning for your financial future. Please join us as we discuss the topics below and much more. Bring your questions and feel free to suggest additional topics that are of interest to you.
Planning for Retirement, Sunday, September 22, 4pm-5:30pm
- How can we evaluate if a potential investment is a good fit for our family?
- Should we invest in long term care insurance?
- What should we know about annuities before deciding to invest?
Financial Planning for Families, Wednesday, September 25, 7pm-8:30pm.
- How do we create a family budget?
- How do we prepare for the unexpected?
- The kids are so smart! How will we pay for college?
Cost: $20 per family per session or $30 for both sessions. No one turned away for lack of funds.
After these sessions you will have more clarity, more financial confidence and a clear action plan to build more financial security and wealth.
Both sessions will be held at Congregation Shomrei Torah, 2600 Bennett Valley Road, Santa Rosa. Register by calling Angelica at 707-578-5519 or emailing cst@cstsr.org
Carla Frank is an experienced financial executive with more than 25 years’ experience in financial planning & analysis. She moved to Sonoma County in 2013 and has been an active member of CST ever since. She holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania and a Masters of Business Administration from the Anderson School at UCLA. Prior to moving to Sonoma County, she was Director of Financial Operations at Google, Director of Financial Integration at Expedia, Inc. and Senior Finance Manager at Amgen. Carla also lived in Israel for 9 years during which time she spent 4 years as an auditor with PwC and 4 years as Controller of Oracle’s Israeli subsidiary.