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Presentation: Everyone Retires—Things You Should Think About

Tuesday, 4/30/2024
2:00 - 3:30
Virtual Library

United States

Register

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. 

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

Financial Capability Month

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.

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

Attending Programs

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

This program will be conducted in English unless otherwise noted.

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.