Schools
Passport to Retirement
Get the knowledge and know-how you need at a special workshop on retirement at Orange Coast College.
Presented by Shawn Hochuli and Michael Hernandez, CFP® of IWM Partners.
Do you have answers to these retirement questions?
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- How much retirement income will I need
- Where will the money come from?
- Am I currently saving enough?
- Will inflation erode my nest egg?
- How should I invest for the future?
- What can I do to help preserve my wealth?
- How can I better manage my taxes?
- How can I avoid undue estate taxes?
- How can I provide for my heirs?
Schedule:
Thursday, Oct 18th and Thursday, Oct 25th 6:30 pm - 9:00 pm Math Wing 148
Find out what's happening in Fountain Valleywith free, real-time updates from Patch.
Register with OCC Community Education at (714) 432-5154 or here.
From investment management and estate planning, to insurance and tax strategies, IWM Partners is a full service financial consulting firm in Orange County helping clients move comfortably into retirement.
* Variable annuities mutual funds and Exchange Traded Funds will be discussed
* Investing involves risk including the potential for loss of principal. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
