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Preparing for Retirement Using Tax Efficient Investments

Preparing for Retirement Using Tax Efficient Investments

14-Nov-25

4025 Tripoli Ave

4025 Tripoli Ave, San Diego, CA, 92140, United States

0.00 USD

FREE monthly hybrid (virtual & in-person) seminar on personal finance topics.

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Schedule Details

2025-11-14T11:30:00-05:00 to 2025-11-14T13:00:00-05:00

Price Details

Lowest: 0.00 USD, Highest: 0.00 USD

Age Restrictions

65?

Ticket Website

Location Details

4025 Tripoli Ave

4025 Tripoli Ave, San Diego, CA, 92140, United States

About the Event

FREE monthly hybrid (virtual & in-person) seminar on personal finance topics.
Effective May 7, 2025, all guests and visitors accessing Marine Corps Recruit Depot San Diego must
present a REAL ID-compliant driver's license or an approved alternate form of identification (i.e.
- U.S. passport) to enter the base, in accordance with MCO 5530.13 and the Department of
Homeland Security's REAL ID Act.
Visitors without a REAL ID-compliant license or ID must bring:
• A valid, unexpired state-issued photo ID, AND
• One of the following secondary forms of ID that matches the name on the primary ID:
• Original birth certificate with raised seal
• Social Security card
• If the name is different, an official court document or marriage certificate must be
presented to verify the name change.
This requirement applies to all guests attending:
• Family Day
• Graduation Ceremonies
• Special Events hosted aboard MCRD SD (Bay View, Community Center, Boathouse,
etc.)
• Interviews or onboarding events (e.g., job candidates)

2 Official REAL ID Resource
Use the following link for the official federal source for REAL ID information.
https://www.dhs.gov/real-id
It provides:
• A clear explanation of what REAL ID is
• The compliance deadline (May 7, 2025)
• How to tell if your ID is REAL ID-compliant
• State-by-state application guidance
• FAQs about accepted documents for federal facility access, including military bases

Preparing for Retirement Using Tax Efficient Investments
Note: Recent statistics show that 34% of retirees on Social Security depend almost entirely on their social security benefit just to survive. How will you manage at age 65?
DATE/TIME: Wednesday, 13 November from 1130-1300 PST
LOCATION: Either virtual (your personal computer, laptop or cellphone) or in person at MCRD San Diego, Bldg 14 classroom.
Once registered, you will get a follow-up email the day before the event with instructions on how to join the seminar along with some handouts. Registration will end at 1600 PST on Tuesday 12 November. If you wish to register after this deadline, please contact the number listed below.
This is a free seminar open to all who are interested, including family members and singles, but will be limited to the first 25 people to register. However, if you are planning to attend in-person you must have base access and proper identification.
For more information contact Michael McIsaac, MCRD/WRR PFM at 619-524-1204 or by email at michael.mcisaac@usmc.mil

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