Upcoming Workshops

It is never too early – or too late – to plan for retirement. Let’s take a deeper dive into a variety of retirement benefits to support your goals in this series. This series is intended for Stanford School of Medicine faculty and is co-sponsored by the Senior Academy at Stanford Medicine and Stanford University Human Resources.

Session 3: Investments - Optimal Asset Allocation
Tuesday, January 20, 2026 (5:00pm - 6:00pm)
Location: Zoom
Speaker: Timothy Shirk, CFP, Financial Planner at Francis LLC

Most people know that investing involves risk.  Recent market volatility combined with global economic uncertainty has heightened the need to diversify your investments across a mix of assets appropriate to your risk capacity. Join this meeting to learn how to allocate your investments.

Session 4: Planning for Your Retirement Income (Annuity Options and Required Minimum Distribution Rules)
Tuesday, February 24, 2026 (5:00pm - 6:00pm)
Location: Zoom
Speaker: Timothy Shirk, CFP, Financial Planner at Francis LLC

Congratulations, you’ve built your nest egg!  Attend this class to learn how to plan your retirement income including annuity options and required minimum distribution rule when it is time to retire and start drawing income.

Note: Partnering with the Cardinal At Work office, Francis Financial Planners provide financial wellness education webinars available to Stanford University faculty and staff. Francis LLC provides conflict-free retirement plan consulting to organizations and sales-free financial wellness services to employees across the country.

Session 5: Estate Planning
Wednesday, March 18, 2026 (5:00pm - 6:00pm)
Location: Zoom
Speaker: B. Howard Pearson

Estate planning does not have to be overwhelming. In this session, we will learn about family and tax planning with the goal of understanding the best ways to carry out your objectives, including what documents are needed.  This session will break down the essentials of estate planning - from wills to trusts to healthcare directives - in simple, practical terms.