Work it - Jobs, Business, Finance

Speaker: Retirement Planning and Asset Allocation

with BetterInvesting San Francisco Bay Area Chapter members Craig Braemer and Jim Willcox
Sunday, 6/4/2023
2:00 - 3:30
Bernal Heights Meeting Room
Bernal Heights

500 Cortland Avenue
San Francisco, CA 94110
United States

415-355-2810

We will discuss retirement planning over time and what steps to consider as retirement gets closer. Topics will include:

  • asset allocation over time
  • when to consider asset allocation changes
  • the time horizon in retirement

Teachers:

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. Braemer has developed and taught a number of classes for his local chapter and started his first club in 1987. He is semi-retired and works in the financial services industry and 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 Better Investing 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 Better Investing for eight 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.

Work it

An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

sfpl.org/work-it

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

For questions about the program or help registering, contact sfplcpp@sfpl.org. All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL or language interpretation), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.