JORDAN, MILLER & ASSOCIATES PRESENTS
RETIREMENT BOOT CAMP ON NOV. 12, 2011 AT PRESIDIO GOLF CLUB
In many ways, we feel like the Chief Financial Officer of our clients’ financial lives — gathering critical information, facilitating advanced planning and reducing risk — while partnering with our trusted industry professionals. Some of those key partners will be present on November 12.
Our goal is to help you find the peace of mind you deserve. Although this workshop will not answer all the questions you have about your financial future, it will be a great start for educating yourself on the roadblocks and opportunities we all must consider as we near retirement. Join us for this complimentary informational event.
FEATURED TOPIC
LGBT Aging: Current Research Issues and Implications
Presented
by Brian de Vries, Ph. D
ADDITIONAL TOPICS
- Financial planning fundamentals
- Social Security
- Estate planning
- Creating a retirement paycheck
- Protecting your assets
- Health and wellness
Sat., Nov. 12, 8:30 a.m.–2:30 p.m.
Jordan, Miller & Associates Presents
Retirement Boot Camp
Presidio Golf Club
San Francisco, CA 94129
Access on West Pacific Avenue
Space is limited. For more information or to make your reservations, send your full name(s) by November 8, 2011 to rocio.x.puch@ampf.com.
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FEATURED SPEAKERS |
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Brian de Vries, Educator and Author
Brian is a Professor of Gerontology at San Francisco State University and an author of the groundbreaking new book, The Health of Lesbian, Gay, Bisexual and Transgender People: Building a Foundation for Better Understanding. He has made presentations on a variety of topics including the social and psychological well-being of midlife and older LGBT persons.
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Gayle Geary, Board President, Member and a Founder of San Francisco Village, a community-based membership organization that empowers adults to live in their own homes as they age. Gayle specializes in nonprofit marketing and strategic planning. |
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Joanne Jordan, Brandon Miller and Abraham Martinez are
Certified Financial Planners® and lead advisors with Jordan, Miller & Associates in San Francisco. Their team of advisors takes a unique, collaborative approach to financial planning — starting with the goals and dreams of clients and supported by a sound, strategic plan implemented together. |
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Trish Karlinski specializes in long term care insurance planning. Trish began as an insurance agent with New York Life, later joining the management team of the East Bay headquarters. She currently works as an independent broker and teaches continuing education classes for Senior Insurance Training Services. |
DEDICATED FINANCIAL PLANNING FOR THE LGBT COMMUNITY
At Jordan, Miller & Associates, we specialize in taking complex LGBT financial situations and creating solutions that help you build wealth. We stay on top of every investment resource and strategy available to you—as well as the latest rulings that affect LGBT finances—to help you make your financial goals a reality.
Joanne Jordan & Brandon Miller
Managing Partners, Jordan, Miller & Associates
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