As featured on Jacobson Wealth Management & Insurance Services
Details for JACOBSON WEALTH MANAGEMENT&INSURANCE SERVICES - Ad from 2021-04-30
Four Pillars of a Successful Retirement Educational Course Dates: Thursdays, May 6th, 13th, 20th, 27th, 2021, 6:00 pm to 8:00 pm (Sponsored by the Napa Senior Center (This will be a Webinar) Social Security, Income Strategy, Tax Planning & Legacy Planning Registration: Advance registration and prepayment are required. The course will be taught on Zoom and will be four, two-hour sessions. To register, go to: www.cityofnapa.org/parksandrec (Click “Register” go to “Adult Classes” go to “Adult Enrichment”), Tuition is $49, which includes one workbook (You may bring your spouse or a guest at no additional cost). Call Tom or Kevin at 707 224-7424 for registration assistance. Your Instructors: Kevin Goulding and Thomas Commander are Investment Advisor Representatives with Jacobson Wealth Management offering Securities and Advisory Services through United Planners Financial Services Kevin Goulding, MBA, CFP®: Kevin has an MBA in Finance and experience as the CFO for mid-market, privately-held companies in the bay area. Kevin possesses his Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) designations. Thomas Commander, BA, MPA: Thomas possesses his Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) designations, and has a California Life, Health and Accident insurance license, Ca Insurance License #4035449.