RETIREMENT WORKSHOPS
Dinner and a Presentation
Join us for an educational dinner seminar and insurance presentation–all attendees enjoy a no cost gourmet dinner.
As a guest you will receive a fun and engaging presentation that will educate you on important aspects of retirement and options you may not be aware of, all no-cost and no-obligation.
WORKSHOP LOCATIONS
All over the Central Coast!
Patty Ann R. | Client since 2016
My first time meeting Daniel and Cassi at a workshop, I felt ‘at home‘ because they’re just really warm people. We learned so much when we first came to a presentation. I’m not a numbers-girl, but Daniel still made it so interesting and his sense of humor is hilarious!
RETIREMENT WORKSHOPS
Register for an upcoming event.
Here’s what you need to know:
- Not a sales pitch, purely educational.
- No cost - no obligation - full transparency.
- Gain an understanding on retirement rules.
- Learn about different products.
- Workshops fill up fast, reserve quickly.
RETIREMENT PLANNING WORKSHOPS
What to Expect?
At Creations Coastal we believe in keeping things simple. Unlike many other financial presentations, we do not aim to confuse you with fancy power points or words you’ve never heard before. Instead we will maintain a steady flow that is simple and easy to understand, with no pressure or obligation.
Calculate your risk tolerance.
During our presentation, we will provide you with workbooks. We will discuss The Rule of 100 to determine age-specific risk tolerance, and discuss additional factors to consider when considering risk.
Retirement rules and taxation
You will learn about the different tax rules and regulations guiding your retirement options, from 401(k)s, IRAs, and Non-Qualified funds. Each have pros and cons for you to consider.
Ways to protect your assets
We discuss some of the greatest myths around retirement planning and provide possible solutions to you in a way that easy to understand. Everyone leaves a presentation learning something new!
Knowledge Center
Learn more about what we do.
Take a look around at some of our educational resources.
