Saving & Investing for Retirement
1275 - B West Morena Blvd
San Diego, CA 92110 United States
Check-In: 5:30 PM
Dinner & refreshments provided during registration. (For special dietary requirements and additional information please contact our Media & Continuing Education Coordinator, firstname.lastname@example.org or 619-275-7188)
How do you know how much to save for retirement? What issues are important to know when investing for retirement? In this session you’ll learns key concepts to help you make decisions and how to evaluate the type of advisory help to get.
Topics of Discussion:
- Evaluating how much to save for retirement
- Understanding investment concepts and types of help available
- Understanding tax-advantaged accounts
Abiy Fisseha, CFP®, CPC Retirement Plan Advisor, Vice President Newfront Retirement Services
Mr. Fisseha is a Certified Financial Planner® and a Certified Pension Consultant currently with Newfront Retirement Services and with over 20-year experience in the financial services industry. He is a fiduciary advisor for the CDG retirement and investment platform with oversight responsibilities for the investments that are offered to members. He conducts public seminars on general retirement and investment topics.
Elizabeth Clark CEO, AIF California Dentists’ Guild
Known for her attention to detail, as chief executive officer, Elizabeth oversees CDG’s daily operations, while also assisting the Board of Directors with the coordination and management of service partners and member portfolios. With more than 30 years experience in finance, management, trust administration, investment advisory, retirement counseling and administration, Elizabeth joined CDG in 2001. In 2014, she earned her
Accredited Investment Fiduciary (AIF) designation. Issued by the Center for Fiduciary Studies, the designation prepares investment professionals to carry out their fiduciary responsibilities and obligations.
Previously, Elizabeth worked as an investment advisor at the Guaranty Trust Company (a privately held family bank) and in IRA administration and investments at Boatmen’s Bancshares in St. Louis, Mo.
A graduate of Washington University in St. Louis, Elizabeth has a degree in sociology and two minors in business and women’s studies. She currently resides in Sacramento with her husband and an assembly of animals. In her spare time, Elizabeth enjoys invigorating games of tennis and looks forward to visits with her three adult children and grandson.