•   |  (626) 449-7783

EDUCATIONAL WORKSHOPS

OVERVIEW

Kondo Wealth Advisors offers free seminars where clients, friends/family, and those looking for financial advice have an opportunity to hear Alan speak about topics that coincide with their financial interests and needs. Coffee and a light snack are provided. If you would like to attend an upcoming seminar please call (626)-449-7783 to RSVP with Tina.

 

2018 EDUCATIONAL WORKSHOPS

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Are you prepared for retirement?  Age 65 comes upon us before we know it.  Learn what to do ahead of time.

 

Saturday, July 14, 2018

10:30 a.m. – 12:30 p.m.

La Canada-Flintridge Library

4545 North Oakwood Avenue

La Canada-Flintridge, CA  91011

(This activity is not sponsored by the City of La Canada-Flintridge or the La Canada-Flintridge Library)

 

Saturday, July 21, 2018

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

INVESTING AFTER AGE 70.5 AND RMDs

You’ve hit age 70.5 and have to start taking distributions from your IRAs.  What do you do with the money?  Learn the best investments for those age 70+.

 

Saturday, September 8, 2018

9:00 a.m. – 11:00 a.m.

South Pasadena  Public Library Community Room

1115 El Centro Street

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)

 

Saturday, September 12, 2018

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

 

 

 


 

EDUCATIONAL WORKSHOPS


 

2018 SCHEDULE 

 

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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