Retirement Boot Camp for LGBT-Topics: Long Term Care, Health & Wellness and more- Saturday, March 24 -No charge to attend

Retirement Boot Camp



Thank you for your interest in our ongoing Retirement Boot Camp Series. In many ways, we feel like the Chief Financial Officer for the financial lives of our clients gathering critical information, facilitating advanced planning and reducing risk. Our goal as financial consultants is to help you find the peace of mind you deserve.

Our March 24 event will be focused on critical areas that ALL individuals must consider as they plan for retirement. We will be returning to the Presidio Golf Club with some very special guests retirement experts we have focused on long-term care, income planning, and health and wellness.

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.


Long Term Care with Trish Karlinski
Building a Long Term Care Policy You Can Afford

Health and Wellness with Kevin Cruikshank
Best Practices for Successful Health and Fitness at 55+


  • Financial planning fundamentals
  • Social Security
  • Estate planning
  • Creating a retirement paycheck
  • Protecting your assets
  • Health and wellness

Saturday, March 24, 2012, 8:30 a.m. – 2:30 p.m.
Jordan, Miller & Associates Presents
Retirement Boot Camp
Presidio Golf Club
San Francisco, CA 94129 (We will send detailed driving directions when you RSVP.)

Space is limited. For more information or to make your reservations, send your full name(s) by March 21, 2012 to


Kevin Cruikshank

Kevin Cruikshank has a long history of personal training and advanced education in health and fitness. Beyond his current role as a personal trainer at the San Francisco Jewish Community Center, he is a baseball coach and community college instructor. He will discuss best practices for success in health and fitness at 55 years and older. Specifically, how you can limit injuries and extend the quality of your life by implementing a consistent, well balanced program designed specfically for you.

Trish Karlinski 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.
not pictured

Carey is Regional Vice President of RiverSource Distributors. He has been in the industry over 15 years and during that time has specialized in income planning, investment planning, and retirement planning. He has led hundreds of workshops on these topics. Carey will discuss how retirement planning has changed, how the changes affect us, and how important it is to have a plan and an advisor to customize a strategy to have success in this changing environment.

Joanne Jordan

Brandon Miller Abraham Martinez
Joanne Jordan CFP®, CLU®
Brandon Miller CFP®, CLU®
Abraham Martinez CLU®, MBA

Joanne, Brandon and Abraham 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.

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 & Abraham Martinez

Jordan Miller & Associates

These are informational events. No cost or obligation. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Brokerage, investment and financial advisory services are made available through Ameriprise
Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
© 2012 Ameriprise Financial, Inc. All rights reserved.


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