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Aptos, CA

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How Much Will I Need? How Much Can I Give?

Thursday, Oct 9 9:00a

You want to support your favorite causes, but will you have enough to cover your needs in retirement? In the face of future uncertainty, what financial planning can help you to provide for yourself, your loved ones, and your community?

How financial strategies and needs differ dramatically after retirement
Ways to increase certainty with proper financial planning
Charitable giving that can help with financial certainty


Kristina Kuprina, founder and CEO of Sequoia Wealth Advisors,
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