As part of Bank of San Francisco's Executive Speaker Series, Graham Green of Jackson Square Financial will present timely information to help you make the most of your employer-sponsored retirement plans. Graham will be joined by Ray Shojinaga of Flynn, Shojinaga & Associates, Inc. for a presentation that will build upon Graham and Ray's 40 years of combined experience in retirement planning.
Please RVSP as space is limited
While 401(k)s offer unique opportunities, they are rife with administrative headaches and regulatory complexity. This presentation will cover ways to maximize benefits and protect against liability. It also will survey changes in the retirement marketplace and underscore the importance of ongoing financial education. We hope you will join us for this exciting event!
Please RVSP as space is limited
Wednesday Jul 29, 2015
8:00 AM - 9:15 AM PDT
Wednesday, July 29, 2015
8:00am - 9:15am
Breakfast will be served at 7:45am
Please RVSP as space is limited
Bank of San Francisco
575 Market Street, Suite 900
San Francisco, CA 94105
No Fee
Please RSVP as space is limited
Please RSVP to Leslie Katter at leslie.katter@bankofsf.com or 415.744.6736
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