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Women's Collective of Marin

Social Security and Retirement Income

Private Home
Novato, California 94945
November 8, 2017
5:30 pm - 7:00 pm

Join us for a six-star panel discussion with guests realtor Roberta Di Prete, the Atherton Brokerage; contractor and home rental specialist Ellen Nicosia, Lilypad.org; banker Karen Hawkey, Opus Bank; Social Security attorney Georgeana Roussos; and reverse mortgage banker Homa Rassouli, RFS Lends. Kathleen Nemetz, Certified Financial Planner, will moderate. Left to right are Kathleen, Georgeana, Homa and Roberta. Karen and Ellen are not shown in the photo.

We will address how to fund retirement using income sources form investments, reverse mortgages, rentals, and Social Security. Opportunities and pitfalls of each will be discussed. Tax treatment will be reviewed of retirement vs. trust accounts, passive income, and loan income. Effects of divorce will be discussed, with regard to benefits for Social Security and division of retirement assets.

Starts at 5:30 with networking, 6 p.m. panel discussion. 7:00-7:30 p.m. more networking. 7:30 p.m. Close. Donations benefit the Novato chapter of the American Association of University Women, benefiting their scholarship fund for girls.

Donations are tax deductible. Recommended donation of $10.

For more event information and to register, please go to:

https://www.eventbrite.com/e/social-security-and-r...

The event is co-sponsored with the Women’s Collective of Marin, sponsoring educational talks for women, by women, on topics women care about. Kathleen is also producer of a TV talk show on local Comcast station 26, “Women On Money ™.” Hors d’oeuvres and beverages will be served. For information, contact Kathleen Nemetz at 415.472.1445 x 306.

More information about the Women’s Collective of Marin can be seen at www.womenscollectiveofmarin.com.


Organization: Women's Collective of Marin

Contact: Kathleen Nemetz

Contact Phone: 415.472.1445

Contact Email:

Web Site: https://www.eventbrite.com/e/social-security-and-retirement-income-tickets-38256218379


Tags

Social Security, retirement, money, investments, senior citizens, women, housing