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Upcoming Dates

Board Meeting

2020 March Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

Money Management (Online)

Course Information

Location: Online Webinar

Participants will learn how to make better spending decisions, get out of debt, build and maintain a good credit record and stay on track with their financial goals.

Highlights:

Event

March Retiree Payday

Event

Understanding Social Security and Medicare

Course Information

Location: 455 County Center – Room 101, Redwood City, CA 94063

Learn how to sign-up and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement.

Highlights: 

Event

Estate Planning – Understanding the Basics

Course Information

Location: 455 County Center – Room 101, Redwood City, CA 94063

Participants will gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify the terminology used by the financial planning and legal professions.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Board Meeting

2020 April Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

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