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Social Security and Retirement Income, A Talk

Date/Time

Feb 20, 2019
05:30 PM until 07:30 PM

Description

For Women Wanting to Know More About Successfully Funding Retirement

Wed. Feb. 20, 2019

Meet and Greet, 5:30 p.m.

Self Introductions 5:30-6 p.m.

 

6-7 p.m. Panel discussion with guests realtor Roberta Di Prete, principal at The Atherton Brokerage, Social Security attorney Georgeana Roussos; reverse mortgage banker Homa Rassouli, RFS Lends; and Kathleen Nemetz, Certified Financial Planner, moderator. In photo, left to right, are Kathleen, Georgeana, Homa and Roberta.

We will address how to fund retirement using income sources form investments, reverse mortgages, rentals, and Social Security. Opportunities and pitfalls of each will be discussed. Tax treatment will be reviewed of retirement vs. trust accounts, passive income, and loan income.

7:00-7:15 p.m. more networking. 7:30 p.m. Close.

The event is co-sponsored with the Women’s Collective of Marin, sponsoring educational talks for women, by women, on topics women care about. Kathleen is also producer of a TV talk show on local Comcast station 26, “Women On Money ™.”

Hors d’oeuvres and beverages will be served.

Location, Valley Memorial, 650 Bugeia Lane, Novato.

Donations suggested at $10 to benefit the victims of the Camp Fire, through the North Valley Community Foundation, a 501-3(c) nonprofit.

Please RSVP to knemetz@mcclurgcapital.com. For information, contact Kathleen Nemetz at 415.472.1445 x 306.

 

More information about the Women’s Collective of Marin can be seen at www.womenscollectiveofmarin.com.

Cost

0

Location

View map Valley Memorial
650 Bugeia Lane
Novato, CA

Additional Information

Sponsor

Women's Collective of Marin

Phone

415-472-1445

Contact name

Kathleen Nemetz

Contact email

knemetz@mcclurgcapital.com

We make every effort to ensure the accuracy of this information. However, you should always call ahead to confirm dates, times, location, and other information.

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