•   |  (626) 449-7783

New Book Release

Retiring Upstream

           

A Unique Retirement Guide to Achieve Personal Goals

and Help Preserve Community Organizations
 
Events like the tech bubble, the housing bubble and the Great Recession have set back retirement for many people. This book, Retiring Upstream: Finding Happiness and Security in the Transition of a Lifetime, will help readers move from their working life to retirement more smoothly and successfully.  It is written with special attention to Japanese American history, community and culture.
 

Japanese American community organizations have also been challenged in the last few years with deep cuts in government support coinciding with reductions in charitable contributions.  Their members are typically unaware that their personal retirement goals can often be accomplished more easily and quickly by including charitable strategies.

 

Retiring Upstream shows readers how to:

  • Get your retirement back on track after the Great Recession
  • Create a multi-generation legacy for your family and community
  • Partner with your favorite community organization, church or temple to maximize the impact of your generosity, increase your income and lower your taxes
  • Make the most of Social Security and Medicare benefits

 


The authors, Alan Kondo, CFP, CLU, CCA and Akemi Kondo Dalvi have a commitment to their clients and their community and have written this book as a way to benefit both. 

If you would like to have Alan and Akemi speak at a free seminar for your community organization, please contact us at 626-449-7783.

 

For more information on how to purchase a copy or receive a chance to win a FREE one, please call (626) 449-7783 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it. .

EDUCATIONAL WORKSHOPS


 

2018 SCHEDULE 

HELP AGING PARENTS WITH FINANCES

Saturday, May 5, 2018

9:00 a.m. - 11:00 a.m.

South Pasadena Library Community Room**

1115 El Centro Street

South Pasadena, CA  91030

**this activity not sponsored by the City of South Pasadena or the South Pasadena Public Library

 

HELP AGING PARENTS WITH FINANCES

Saturday, May 19, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Saturday, July 14, 2018

10:30 a.m. - 12:30 p.m.

La Canada Flintirdge Library

4545 N. Oakwood Ave.

La Canada Flintridge, CA 91011

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Saturday, July 21, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

INVESTING AFTER AGE 70.5 AND RMDS

Saturday, September 8, 2018

9:00 a.m. - 11:00 a.m.

South Pasadena Library Community Room**

1115 El Centro Street

South Pasadena, CA  91030

**this activity not sponsored by the City of South Pasadena or the South Pasadena Public Library

 

INVESTING AFTER AGE 70.5 AND RMDS

Saturday, September 22, 2018

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 


Contact Us

300 North Lake Avenue, Suite 920
Pasadena, California 91101
Phone: (626) 449-7783
Fax: (626) 449-7785
Email: info@kondowealthadvisors.com

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