When

Friday, March 2, 2018 from 12:00 PM to 1:00 PM PST
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Where

This is an online event. 
 

 
 

Contact

Emilie R. Goldman, CFA, CFP® 
Tamarind Financial Planning 
650-378-1488 
emilie@tamarindfinancial.com 
  

No Rules Retirement

The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life that is much more fluid and flexible than what most of us previously imagined.

In fact, retirement has become a matter of personal definition. Therefore, when planning for retirement, we are discovering that the "old rules" have been thrown out and that "no rules apply."

This No Rules Retirement workshop is designed to assist you in planning your life and exploring you potential at midlife and beyond. We will be exploring new ways of thinking about retirement in three modules:
  1.  A New Way of Thinking about Your Future
  2.  A New Way of Thinking about Your Work
  3.  A New Way of Thinking about Your Money
A comprehensive workbook will be provided ahead of the Webinar.

Emilie Goldman

Emilie R. Goldman, CFA, CFP®, is the founder of Tamarind Financial Planning. Before launching Tamarind Financial Planning in 2010, Emilie held leadership roles in three Bay Area investment management firms. In a career “aha-moment,” Emilie realized that helping families define and achieve their most cherished financial life goals, was much more personally satisfying – and impactful – than the investment-focused roles she held previously.

Emilie holds an MBA from the Haas School of Business at UC Berkeley and received her undergraduate degree in finance and marketing from the University of Denver. She thoroughly enjoys being a mom. In her spare time, she loves running marathons – especially with her sisters, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.