02 Nov
Join us - Wilson Creek Winery 11-2-19


Join us for Lunch, Wine, and answers to your questions regarding your 401k, planning your retirement, and what you can do now to navigate your finances better. 

This event is suited for people both years away from retirement and those approaching retirement.

We will be answering questions to key topics.
How can I make the most out of my 401k?
Should I save in a Roth or Ira outside of my 401k?
Do I need a Living Trust?
Do I need Long term Care insurance?
Is my lump sum safe?
How do interest rates affect my lump sum?
When is the best time to retire?
When should I start drawing Social Security?

Should I take an early out package?
Will I be able to replace my paycheck at retirement?

Date and Time

Sat, Nov 02, 2019

11:00a - 1:30p PST


Wilson Creek Winery

35960 Rancho California Rd
Temecula , CA 92591
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Event Registration