Planning for Retirement

“Do You Have Questions?” by Patricia Cavanaugh

By September 23, 2010 One Comment

Are you wondering…

  • When is the best time for you to take social security?
  • Should you buy long-term care insurance? 
  • Do you need help figuring out your financial savings and investments?
  • Do you need to keep working but want to change your focus?
  • Are you wondering where to live in your retirement?

You are asking some of the same questions that our workshop participants have asked. 

Our Topic Series Mini-Workshops can provide you answers.  We have asked professional experts to address these questions on 6 consecutive Wednesday evenings from 6:30-9:00 in downtown San Francisco near the Powell BART/MUNI Station.

The next workshop in the series is “When Should I Take Social Security?” with Mary Anne Courtney, CFP, EA.  Many of us have this question.  “Courtney” will help us figure out our best options. 9/29/10

Now that we know what to do about Social Security, let’s tackle work.  Do you want to continue your current job or do you yearn for something new and exciting but are afraid to make a change?   It’s all about “Transition”. Dorene Mahoney, MA, SPHR will guide you through “Career Transitions” 10/6/10 You can learn more about Dorene at:

Ok now for a scary question, how should we invest and prepare financially for our bonus years?  It is a challenge to know how to proceed during this recession, Barry Taylor. CFP will give us an overview and guidance at the third in the series   with “The Financial Considerations of Your 3rd Act” on 10/13. Learn more about Barry at:    

 On 10/20 Courtney returns to help us consider the best way to care for ourselves as we age and avoid being a burden to friends and family in her presentation on “Should I have Long Term Care Insurance?”

Finally on 10/27 Nancy Meyer (a senior realtor specialist) will provide information to help answer your housing questions in the session “Where Should I Live?”  Should you age in place, move to the Sunbelt or are there other options?  Learn more about Nancy at:

To register for the Topic Series go to:

We also want to send a SHOUT OUT to friends and graduates of the 3rd Act.

Laureen Asato a graduate of The 3rd Act has a class coming up, Thriving as a Corporate Drop Out.  See the description below
Do you dream about walking away from the corporate grind? Can you imagine a life of freedom and success waiting for you? Join me for a talk about dropping out of the corporate world, coming out at  the other end, and living a life with meaning and joy!

 In Thriving as a Corporate Dropout, you will:

  • Learn the 10 characteristics of Corporate Dropouts and identify which ones apply to you.
  • Find out where you are in the Corporate Dropout continuum. Are you:Experiencing vague feelings that perhaps this is not where you want to spend the next 20 years? On the fence. (ouch!)? On your way out the door. (yeah!)?
  • Learn from the experiences of other Corporate Dropouts and use this to take the next step.

This fall, this class will be offered in two locations. Here are the details:
San Mateo Class
Date: Thursday, Sept. 30, 2010
Location: 122 2nd Avenue, Suite 212, San Mateo
Time: 7:00-9:00 p.m.
Class Fee: $35
Oakland Class
Date: Wednesday, Oct. 13, 2010
Location: 5625 College Avenue, Suite 212, Oakland
Time: 7:00-9:00 p.m.
Class Fee: $35
To Register contact Laureen, call (510) 685-0262. For more details on the class, visit:

 Another Shout Out

And Gerri Asuncion and early supporter of our web site has a new yoga workshop at her Oakland Yoga Studio 
Hosting a great event at our studio geared for seniors, “Old Dogs-New Tricks: Yoga for Happy Aging” 6pm – 8pm. Yoga is a great way to stay healthy as we age.

We would appreciate you forwarding on this email and sending people our way who you think would enjoy our 3rd Act work.

Have a great week!

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