Silicon Valley FPA Brown Bag Lunch Event

Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other chapters are welcome to attend as well as guests of FPA members.

Date:  Tuesday, November 15, 2011
Time:  12:00 noon to 1:30 pm
Location:  Cupertino, CA
Cost:  $10

Title:  Beyond the Money:  Keys to a Fulfilling Retirement

Speaker:  Sara Zeff Geber, Ph.D., Certified Retirement Coach

Retirement isn’t all about money.  It’s a challenging transition, especially for the baby boom generation.  Most baby boomer clients will live another 20-30 years, many with a high level of vitality and energy, so if they don’t know what they will be or do after they retire, it can be a pretty scary step.

Learn from Sara how people achieve a fulfilling retirement lifestyle, regardless of how much money they have accumulated.  Learn about the choices people must make as they retire and the questions they need to answer to ensure that they have the life they envision when they make the transition.  Use this valuable information to help guide your clients in the non-financial aspects of preparing for retirement.   A $10 fee will be collected at the door.
 

Speaker Bio:

Dr. Sara Zeff Geber, is a certified retirement coach and the founder of LifeEncore  www.LifeEncore.com, a retirement lifestyle planning consultancy.  Sara works cooperatively with financial planners to provide a 360-degree perspective on the adventures awaiting individuals in the baby boom generation as they re-invent the concept of retirement.  She is an active member of the Life Planning Network (LPN) and is the program chair for the Northern California Chapter.  Sara is also a sponsor and active member in the Silicon Valley chapter of the Financial Planning Association.

Seating is limited.   To reserve your seat, please RSVP early to Neil Narvaez at Neil@ba-taxservice.com   A $10 fee will be collected at the door.