This class provides comprehensive information for anyone planning for retirement. Learn how to overcome roadblocks, assess the costs, manage your income sources, select retirement plan distribution choices, and inflation-proof your income. Other topics include estate planning, social security, and lifestyle issues. Spouse/guest of enrollee can attend at no additional cost.
Presented by Aaron Moore & Matthew Bond
More about the speakers:
Aaron Moore is a natural when it comes to helping his clients learn how to protect and grow their wealth: Before becoming a financial advisor, he taught high school and middle school, and was an assistant principal at a San Francisco public school. He holds a bachelor’s degree from Michigan State and a master’s in education from UC Santa Cruz. A firm believer in the power of financial advice to build confidence and reduce stress for his clients, he’s guided by the Jewish principle of tikkun olam: healing and transforming the world. Aaron loves spending time with his wife and two daughters, exploring museums and other Bay Area cultural institutions, playing tennis and golf, and studying flamenco guitar.
Matthew Bond is SageCrest’s CEO, focusing on building a firm whose talented financial professionals serve their clients and communities in ways that decrease stress and increase positivity. He grew up in Isla Vista and earned a bachelor’s degree in business economics from UC Santa Barbara. A devoted outdoorsman who loves freedive spearfishing and foraging for wild mushrooms (and who says that clients love hearing about what he calls his “strange hobbies”), Matt focuses his volunteer work on fisheries management and advocacy for public land and water access. He also loves gardening, cooking, collecting orchids, and hanging out with his wife and two children.
