Retirement & Estate Strategies

Primary tabs

Please note you are looking at an event that has already happened.

Program Description

Event Details

Presented by Oasis! Learn how to accumulate and distribute money for retirement, keys to proper diversification, how to pass on money to heirs or charities in a tax-wise manner, increasing the probability of investment success, multi-generational planning, and more.

Accessibility

Need disability-related modifications or accommodations? Information and program content can be made available in alternative formats upon request by emailing JFRogers@sandiego.gov.