As we approach retirement and look back on our financial decisions, many of us wish we could have done things differently. Maybe we didn’t save enough for retirement, or we didn’t put away enough money for emergencies. The good news is that it’s never too late to make changes and turn things around – and veteran financial strategist Eric Heckman is giving you your first steps to retiring worry-free. In this episode of Wealth Creator Radio, Eric discusses the most common financial regrets around retirement and what you can do to get ahead of them. Tune in to hear actionable steps to start saving for retirement now, different income sources in retirement, how to combat market fluctuations, and Eric’s best advice if you’re about to transition into retirement. https://lnkd.in/gyfKDMqx https://lnkd.in/g-JsWVrA
Financial Knowledge Institute
Financial Services
San Jose, California 62 followers
Educating the community on crucial, personal financial matters, one workshop at a time!
About us
The Financial Knowledge Institute is a 501c3 non-profit organization that is dedicated to educating employees on personal financial matters. Our organization is comprised of knowledgeable and experienced professionals who are committed to donating their time at workshops free of charge. We have been featured speakers at community centers, libraries, associations and companies of all sizes. We are committed to providing education on sound financial principles, there is no selling of any kind and no specific product discussion.
- Website
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http://www.financialknowledgeinstitute.org
External link for Financial Knowledge Institute
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- San Jose, California
- Type
- Nonprofit
- Founded
- 2009
- Specialties
- financial literacy education, personal financial education, Retirement education, Social Security Education, Tax Code Information, Alternatives to the Stock Market, On-Site Education, Employee Education, 404c Compliance, Community Education, Public Speaking, Lunch and learn, and Employee Benefit
Locations
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Primary
Get directions
333 W Santa Clara St
604
San Jose, California 95113, US
Employees at Financial Knowledge Institute
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Eric Heckman, CFP®
Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial…
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Roger Gainer, ChFC®, RICP®
President, Gainer Financial & Insurance Services, Inc.
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Chris Bergeron
Educating consumers and Pro's on today's real estate market.
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Jennine Pippin
Educating the community on personal financial matters, one workshop at a time!
Updates
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Boomer up to Bat & Gen X on deck- 11,000 people a day retire-how is this going to change the markets, money and retirement https://lnkd.in/gUWkVcmU
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How do you make sure your money lasts as long as you do? We discuss that and more https://lnkd.in/gTB7Cs5v
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