Saving for retirement is important. We’ll get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs, the new Cal SAVERS program, and other tax-advantaged savings opportunities. 

Presented by Heather C. Liston, CFP ®, EA, Clarity Financial

All Financial Planning Day workshops will be live-streamed. For in-person attendance, the workshops will be streamed in the 5th Floor Learning Studio. All programs are offered by Financial Planning Association of San Francisco.