Leal Financial Planning

Fee-Only Financial Planning and Advice, Hourly As-Needed Services

Seminar: For Women Only - Protecting Your Financial Future

Subject Matter: Protect yourself against the five things
that impact a woman's financial future:
1. Women live longer
2. Women are paid less
3. Women frequently are put in a caretaker role
4. Women spend less time in the workforce
5. Women rely on the husband for their financial future

Scheduled by appointment

Location: 1999 S. Bascom Ave. Suite 700 (7th floor), Campbell

Cost: No charge

Schedule by calling 408-879-2328 or emailing karl@lealfp.com


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Seminar: Retirement Planning Basics

Subject Matter: Key considerations of retirement planning.

Scheduled by appointment

Location: 1999 S. Bascom Ave. Suite 700 (7th floor), Campbell

Cost: No charge

Schedule by calling 408-879-2328 or emailing karl@lealfp.com

Retirement Planning Workbook


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Seminar: Social Security for Baby Boomers
 
- 5 factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits -- and when it does not
- Why you should always check your earnings record for accuracy
- How to estimate your benefits
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other retirement
  income

Scheduled by appointment

Location: 1999 S. Bascom Ave. Suite 700 (7th floor), Campbell

Cost: No charge

Schedule by calling 408-879-2328 or emailing karl@lealfp.com


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Seminar: Investment Basics

Subject Matter: Overview of the investment process and investment vehicles

Scheduled by appointment

Location: 1999 S. Bascom Ave. Suite 700 (7th floor), Campbell

Cost: No charge

Schedule by calling 408-879-2328 or emailing karl@lealfp.com
 
Investment Basics Workbook