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Lunch and Learn 4/11/18

April 11 @ 11:30 am - 1:30 pm

Monthly Lunch and Learn Presentation

Hello Retirement!

Program Overview:
Discusses estimating retirement expenses and income, paying for healthcare and planning for long-term care, turning savings into income, managing investments during retirement.

LEARNING OBJECTIVES:

Course#if available

AIA Credit: n/a

COST:
AIA Members | FREE with RSVP
Non-members | $15 with RSVP
No RSVP | $20 at the Door

RSVP TO: https://www.eventbrite.com/e/aia-sj-lunch-and-learn-hello-retirement-tickets-44755781748

QUESTIONS? EMAIL US AT  INFO@AIASJ.COM

(SUBJECT LINE: April LUNCH AND LEARN)

PLEASE INCLUDE AIA MEMBER NUMBER WITH YOUR RSVP

RSVP by 4/9/18 or lunch cannot be guaranteed!
Please pay in advanced via the eventbrite link above
(we may be able to accept payment at the presentation, cash accepted, or make checks payable to AIA San Joaquin)

Provider Sponsor Name: Principal

Company Logo:

principal logo

Presentation/Tour provided by:   Principal

Facilitator Qualifications and Bio:  Jonathan Holt & Christopher Fide

Jonathan Holt

-Entered financial services industry in 2013

– FINRA series 7 & 66 securities registrations

-CA Insurance License 0I64150

-BA from Cal State University Fresno

-Fresno Sunset Rotary – President

– Lead mentor for United For the Future

Chris Fide

-Entered financial services industry in 2000

-MBA Darden Graduate School of Business Administration, The University of Virginia

-BA, Economics, Psychology & Political Science, Rice University (Phi Beta Kappa)

-FINRA Series 7, 24 & 66 securities registrations

-CA insurance license 0J04977

– Two year old classroom leader with Kids Connection at The Well Community Church

-Adjunct Faculty, Business Division, Fresno City College

-Mentor Coordinator, Laval Entrepreneur Mentor Program, Craig School of Business, Fresno State University

Presentation Flyer:

Presentation info and summary: 

Company info:  https://www.principal.com/centralcalifornia

The Central California Business Center, with its multiple locations, is a client-focused financial services organization representing Principal®. We help individuals, businesses and their employees establish priorities and develop strategies to achieve financial success. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

Details

Date:
April 11
Time:
11:30 am - 1:30 pm

Venue

Central California Builders Exchange
1244 N Mariposa St
Fresno, CA 93703 United States
+ Google Map
Phone:
559-558-6055
Website:
aiasj.org
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