Shift and Shout: Two Urban Boomers Prove You Don’t Need to Retire to Move to Paradise

Hosted by: Jim Bell, CFP®, President & Founder
Guest speakers: Dewey & Susan Watson, authors of this book

Now that they have entered their 60’s, Dewey and Susan Watson are in the vanguard of the generation changing retirement.
Learn how they changed everything that needed changing, kept everything that didn’t, and made their dreams come true.
Buy the book at

Wednesday, April 25, 2012 12 pm to 1:30 pm.
at our Oakland office: 1111 Broadway, 16th Floor
City Center Parking accessible from 11th Street at Clay

Hosted lunch.
Reservations are required.
RSVP by April 23 to Jaye Roundtree
510.433.1066, ext. 100
or email

Scroll to Top