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If you experience any difficulty in accessing any part of this website, please feel free to call us at 415.354.5699 or email us at admin@lanningfinancial.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

Lanning Financial Retirement Webinar

Welcome Video From Jessica

Lanning Financial Cash Cow Video

Agenda

  • Introduction and course goals
  • What’s your vision for Phase 3?
  • What might keep you from your vision?
  • Do I have to do my estate planning?
  • How should I be invested?
  • Break
  • What do I do about long-term care?
  • How do I navigate Social Security and Medicare?
  • Questions & answers

Preparations

  • download and print the slides so you can take notes
  • be sure to sign in 20 minutes before the presentation starts (you will receive a reminder email with a direct Zoom link to the webinar)
  • have paper and pen handy to take notes
  • prepare to be engaged as the program will move relatively quickly
Contact

Jessica Lanning, JD, CFP®
San Francisco, CA.
415.354.5699
admin@lanningfinancial.com

Location

By Appointment Only:
100 Pine Street, Suite 1250
San Francisco, CA 94111

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