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CANCELED: Financial Workshop with Lan
Category
Ashby Village Classes
Registration Info
Registration has closed - Event is past
About this event
Financial Workshop with Lan:
Legacy and Estate Planning
Village members are invited to this series of
workshops focusing on managing retirement income for seniors. Lan
Shaw, an experienced financial advisor who has been teaching workshops
and classes at North Berkeley Senior Center, Emeryville Senior Center,
and Emeryville Adult Education for 5 years, will give a 1 hour
presentation covering the options that seniors have to protect their
retirement
income. She will then be open to questions from the attendees. Anyone
who would like an individual assessment can request time for a
one-on-one session after the workshop. RSVP today...limited space!
Lan Shaw has worked for Edward Jones since 2007 as a financial planner
and retirement consultant. She is a compassionate, giving, hard-working
professional who believes in treating her clients like family. Lan enjoys entertaining,
travel, cooking, hiking, and music. Her son, Preston inspired her to take
cello lessons and even become a little league umpire!
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