SEMINAR: Managing Your Finances in Retirement

Description

SEMINAR:
MANAGING FINANCES FOR RETIREMENT

WHEN: THURSDAY, JAN. 31, 2013 1:00 PM
WHERE: LEXUS STEVENS CREEK, 3333 STEVENS CREEK BLVD., SAN JOSE, CA 95117
PRESENTERS: Sandra Wales
FREE ADMISSION
TOPIC: Managing Finances for Retirement

Do you want to understand the latest retirement strategies so you can retire? Do you know how to put a plan in place in order to retire?
Sandra Wales, a retirement strategies professional teaching at UCSC, will walk you through the various considerations and pathways to retirement. If you are currently in retirement this seminar will allow you to put in place strategies so that you can maintain your retirement lifestyle and protect it for the long run.

Sandra Wales – President – Wales Investments, Inc.
As President of Wales Investments, Inc., a Registered Investment Advisory firm with the SEC, Sandra specializes in retirement planning and investment services for individuals, corporate employees, business owners and retirees.
Sandra Wales formed Wales Investments in 2003 and is now part of the Concert Advisory network. Sandra was Senior Vice President of Investments at Sun America Securities. She has also worked as Director of Finance, Expense Payables, and Director of Real Estate and Capital Management at Gap, Inc. and previously worked at technology and venture capital companies in a CFO role.
She holds a Bachelors Degree in Music History from the University of Western Ontario, and an MBA in Finance from Santa Clara University. She has earned CFP® and Certified Management Accountant (CMA) designations and is a Registered Insurance Agent with the State of California. She also holds Real Estate Association licenses in California and Florida.
She has served on the Board of the Financial Planning Association (FPA) of Silicon Valley and has taught Pension and Benefits planning for the last 7 years at UC Santa Cruz Extension. She was also a recent national finalist in the American Express Make Mine a Million women entrepreneurs’ recognition program.
In her spare time, Sandra enjoys yoga and studying opera. She currently sits on the Board of the Steinway Society - The Bay Area as President.

MUST RSVP TO:
SKIP FRENZEL OF AGAPE LONG TERM CARE
408-984-6661, WWW.AGAPELTC.COM, [email protected]

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