We are pleased to welcome Ming Chen, Mike Welsh, and Jason Whong from Charles Schwab to the Fireside Room on Friday, June 12 at 10 AM for an engaging and practical presentation titled Taking Control of Your Financial Life.
This session will help you gain clarity and confidence in your financial future by focusing on what you can—and cannot—control. Our speakers will walk through key topics including managing spending and investment risk, planning for life’s unknowns, estimating retirement income needs, saving efficiently, optimizing investments, and understanding important considerations in tax and estate planning.
A continental breakfast will be available.
The Rossmoor Financial Forum, a 501(c)(3) nonprofit organization, is dedicated to educating its members on a wide range of financial topics, including estate planning, wealth management, insurance, real estate, elder abuse, fraud, and identity theft. Donations are welcome and greatly appreciated.
This is a member‑only event. To register, please press the Register button. For more information about the speakers or to inquire about membership, contact Joe Hoffman at 925‑954‑7912.
