Glass jar filled with coins and plant growing out of it and little model house

Presentation: Best Retirement Savings Plans for You (Virtual Program Livestream)

Thursday, 4/2/2026
1:45 - 3:30
Excelsior Meeting Room
Excelsior

4400 Mission Street
San Francisco, CA 94112
United States

415-355-2868

Watch this live Virtual Library presentation together on Excelsior Branch Library's big screen. Staff will be on hand to assist with participating and submitting questions. This is a great way to learn about the library's many virtual programs. 

Saving for retirement is important, and this presentation will get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs and other tax-advantaged savings opportunities.

About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses in financial planning and income tax.

Space limited. Reservations recommended but not required.

 

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.

Older Adult

Learn and live well at any age.

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.