November Letter from the CEO

2020-04-07T07:01:00+00:00November 10th, 2018|Categories: Financial Planning, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , |

Most of us handle the routine aspects of financial planning and the recurring payments of bills pretty well. What tends to get us in a tizzy is when we are confronted with unexpected – and

September Letter from the CEO

2018-09-25T08:15:26+00:00September 25th, 2018|Categories: Aging, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , , , , , , , |

Quite by chance, I participated recently in a lively discussion about life after retirement, and more specifically, to working after retirement.  It probably will not surprise you that baby boomers see working after retirement as

Meet our May 2017 Bay Area Lunch Speaker, Susan Hoffman

2021-07-07T21:26:20+00:00April 9th, 2017|Categories: Aging, Past Events, Retirement|Tags: , , , , , , , , , , |

Join us for a thought-provoking, insightful and informative Lunch in the Bay Area! WHEN: Tuesday, May 9, 2017 from Noon to 2pm WHERE: Sterling Administration (1000 Broadway #250, Oakland, CA 94607) TOPIC: "Riding the Longevity Wave" SPEAKER: Susan