3:00 - 4:30
How to potentially think about retirement planning over time.
We will discuss steps to think about as retirement gets closer, why asset allocation could change, when you should consider asset allocation changes and the time horizon in retirement.
Craig Braemer has been investing for about 40 years and joined San Francisco Bay Area Chapter of BetterInvesting in 1992. His current Chapter position is President. Craig has developed and taught classes for his local chapter and started his first club in 1987. He is semi-retired and works in the financial services industry. He has several designations including the Chartered Financial Analyst (CFA) and the Certified Financial Planning designation (CFP®). His primary interest outside of investing includes going to SF Giants baseball games, Disneyland, traveling and playing soccer.
Jim Willcox is a retired attorney and long-time investor. He has been a member of BetterInvesting and Model Club member since 2011, serving in various Model Club Officer positions and is currently Treasurer. He has also been a member of the Board of Directors of the San Francisco Chapter of BetterInvesting for 8 years.
His other interests include gardening, cooking and model trains (HO Scale), where he is on the Board of Directors for the Carquinez Model Railroad Society.
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.