NAAAP San Francisco

Taking Control of Your Investments & Retirement
2026-10-15 12:00 - 13:00 UTC | Online
Taking Control of Your Investments & Retirement
What Will Be Covered

Risk Management : Longevity risk, inflation risk, withdrawal risk, Market risk
Tax Efficient withdrawal : Draw-down, spending habits
Receiving Goals Growth: Leveraging tax-advantaged accounts and investment strategies designed to support long-term wealth accumulation.

Balancing Priorities: Navigating competing financial goals, including real estate investments, family obligations, career growth, and retirement savings.
Closing the Gap: Evaluating whether your current savings and investment approach is aligned with your retirement objectives and desired lifestyle.
Building a Personalized Strategy: Learn how a customized wealth plan can help align your retirement goals, investment approach, tax strategy, and lifestyle objectives.Register on Eventbrite for this webinar

NAAAP SF Mastermind Group
2026-10-20 12:00 - 13:00, 2026-11-17 12:00 - 13:00
Looking for professional support? Join the NAAAP SF Mastermind group to harness the power of our collective wisdom!
Join a dynamic, 60-minute virtual drop-in session designed for rapid coaching, mentorship, and collective brainstorming. Whether you are looking for a group to help keep up with AI, navigating a difficult career transition, solving a specific job challenge, or looking for fresh professional insights, this mastermind is built to support your growth.
Register to get the Zoom link.
Why Attend?

Collective Wisdom: Harness the power of a brilliant community. Learn from peers who have already successfully navigated the exact challenges you are facing.
Fresh & Diverse Perspectives: Gain direct access to professionals from diverse backgrounds, offering unique angles on your career goals.
Objective Problem-Solving: Receive unbiased, constructive feedback that is emotionally detached and focused purely on solutions.
Expand Your Network: Meet new people and build genuine, lasting professional connections that support you throughout your entire career journey.
Accelerate Your Career Growth: Boost your confidence through regular validation, expert mentorship, and group encouragement.

Register now
Open to everyone…..NAAAP members and non-members
NAAAP SF Mastermind FAQ’s
What is a mastermind?
A mastermind is a facilitated conversation where professionals learn from one another by sharing experiences, asking thoughtful questions, offering ideas, and helping each other solve real challenges.
Who is this mastermind for?
The NAAAP SF Mastermind is for professionals, leaders, and entrepreneurs, who want to learn and want to contribute to help others learn. Participants are not expected to be experts, but are expected to share if you have ideas or knowledge that could help someone else with their challenge. Participants are also expected to bring real challenges to the sessions. If you are stuck on a challenge, it’s likely that others can learn from it too.
What if I don’t know anyone?
The session is intentionally designed to create a welcoming environment where everyone has an opportunity to participate.
What makes this different from a webinar or networking event?
The NAAAP SF Mastermind is interactive, not a presentation. Participants both receive and give support. You will get to know other participants organically and with less awkwardness!
What kinds of topics can be discussed?
Each mastermind will be different because the participants get to select the topics that are relevant to them. Here are just a few examples of topics you can bring or expect in the NAAAP SF Mastermind:

Effective networking
Job search
Career transitions
Leadership challenges
Managing teams
Communication
Building influence
Professional development

Do I need to have a specific challenge to participate?
No. Participants are welcome to bring a question, a challenge, an opportunity they’re considering, or simply come ready to learn from others.
How can I make the most of this experience?
Come with an open mind and a willingness to both give and receive. The most valuable insights often come from conversations you didn’t expect. Be curious, ask questions, and don’t underestimate the value of your own experiences because someone else in the group may benefit from hearing exactly what you’ve learned.
