Molavi O'Brien Wealth Management Group
of Wells Fargo Advisors

Georgia Tech Charting Your Retirement Class

Since 1998, we have enjoyed giving seminars to the  Georgia Tech Alumni Association.  Charting Your Retirement is a four session course covers a variety of topics.  These topics include: Social Security, Retirement Income, Risk Management, Taxes, Estate Planning Strategies, Medicare and more! We offer the class twice a year, once in March and then again in September. For more information, please click on the link below.

We will take a look at questions such as:

  • What is one of the biggests threats to my retirement?obrien image 7.jpg
  • When should I begin Social Security?
  • What are my possible health care costs?
  • How much can I spend in retirement?
  • How should I invest during retirement?
  • Am I on track?
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Topics covered:
  • Financial Basics
  • Tax Planning Strategies
  • Social Security 
  • Retirement Income
  • Risk Management
  • Medicare
  • Investments
  • Retirement Goals
  • Estate Investment Planning 
  • Retirement Plans
Link Here!

Charting Your Retirement 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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