
As a single person, you lack a financial partner . . . As a single person, you have unique needs . . . Retirement Planning For Singles WITH TOM PATTINSON, CSA Sponsored by Society of Single Professionals Informative * Fun * Free Sunday, May 20, 7-9pm Complimentary appetizers served at 7pm, as long as they last. Meet new single friends before and after Tom's entertaining seminar! SPECIAL GUEST: BOB STEINER, MAGICIAN EXTRAORDINAIRE will be performing magic before and after Tom's presentation. Bob is the Past President of The Society of American Magicians LOCATION: Jack's Bistro at Jack London Square 1 Broadway, Oakland CA 94607 From Hwy 880 take Broadway exit to Jack London Square YOU WILL LEARN: * How to keep your nest egg safe, and growing, with little or no risk * How to avoid outliving your money * How to reduce your taxes by re-allocating your money * How to increase your income, without increasing your risk * How to ‘stretch’ your IRA, so that your beneficiaries receive much more * How and when to take advantage of a reverse mortgage * How an insurance contract compares to a mutual fund * How to assure that your estate will be handled by a trusted friend (rather than the State of California!) if you ever become incapacitated * How to qualify your parents for MediCal •For more information on any of the above issues, please call 415/883-1426 Tom Pattinson Retirement Planning 4040 Civic Center Drive, Suite 200 San Rafael, CA 94949 Certified Senior Advisor, CA Lic: ODO4420 415-883-1426, tpattinson@comcast.net Tom Pattinson has been providing expert estate planning in the Bay Area since 1999. He is active in local charitable organizations. Tom is known for his fun and entertaining presentations, as much as for the incredible amount of information he imparts in less than an hour. Tom has helped hundreds of Bay Area residents get their affairs together, prepare for growing older, and protect their nest eggs. |


