Green Retirement, Inc.

Green Retirement, Inc. We help you green your 401k plan! Timothy R. MemberFINRA&SIPC. Green Retirement and IFG are unaffiliated entities.

We are specialists in retirement planning trusted for our professional knowledge and expertise, respected for our social responsibility and environmental stewardship practices, and dedicated to community building and effecting positive change. Yee is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Broker-Dealer and Inves

tment Advisor. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

For state licensing information, please visit www.greenretirement.com

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

First Friday 401k (May 8): Understanding Asset Allocation & Diversification -
05/05/2026

First Friday 401k (May 8): Understanding Asset Allocation & Diversification -

In recognition of International Workers’ Day, our regular First Friday 401k webinar will be held this Friday, May 8th at 10:00 AM PT, rather than May 1st. With ongoing market volatility, inflation concerns, and geopolitical uncertainty, many retirement plan participants are asking an important que...

First Friday 401k: The Real Cost of War — Markets, Money, and Our Future -
03/31/2026

First Friday 401k: The Real Cost of War — Markets, Money, and Our Future -

This month, on the heels of Earth Day, we’re taking a clear-eyed look at the economic, social, and planetary impacts of the war in Iran. As of this writing, the conflict has entered its fifth week, with ripple effects being felt far beyond the region. This Friday at 10 AM PT, we’re joined by Van...

Reminder for First Friday 401k: Financial Planning: Not Just for People with Lots of Money -
03/06/2026

Reminder for First Friday 401k: Financial Planning: Not Just for People with Lots of Money -

Have you ever had the impression that financial planning is only for people with a lot of money? Or wondered what financial planning actually is - and whether it could help you?This Friday, March 6th, at 10 AM PT, advisors from fellow B Corp Common Interests will join our First Friday session to exp...

Join Our First Friday 401k: Financial Planning is not just for those with lots of money -
03/04/2026

Join Our First Friday 401k: Financial Planning is not just for those with lots of money -

Have you ever had the impression that financial planning is only for people with a lot of money? Or wondered what financial planning actually is - and whether it could help you?This Friday, March 6th, at 10 AM PT, advisors from fellow B Corp Common Interests will join our First Friday session to exp...

Join Our Feb First Friday 401k Workshop: Train your Memory -
02/06/2026

Join Our Feb First Friday 401k Workshop: Train your Memory -

Do you ever blank on someone’s name the moment after they introduce themselves? Forget key details from meetings you know you paid attention to? I used to be in the same boat — and honestly, it could be pretty embarrassing. That’s why I’m excited to invite you to our February First Friday 40...

First Friday 401k: Train your memory -
02/02/2026

First Friday 401k: Train your memory -

Do you ever blank on someone’s name the moment after they introduce themselves? Forget key details from meetings you know you paid attention to? I used to be in the same boat — and honestly, it could be pretty embarrassing. That’s why I’m excited to invite you to our February First Friday 40...

First Friday 401k: Can your 401(k) be a force for good in 2026? -
01/07/2026

First Friday 401k: Can your 401(k) be a force for good in 2026? -

Hello,This January 9th, Green Retirement welcomes Bill Davis of Stance Capital for a forward-looking conversation on the future of sustainable investing. Can your retirement dollars be a force for good? What does meaningful impact look like in today’s markets? Join us as we explore how values-alig...

Wishing you a peaceful holiday season and a hopeful, purpose-filled New Year. -
12/25/2025

Wishing you a peaceful holiday season and a hopeful, purpose-filled New Year. -

  In service, Timothy ---- Timothy Yee, CPFA®, CHSA, C(k)P®, NQPA, CSRIC®, AIF®, RI(k) CA Insurance License Green Retirement Inc 909 Marina Village Parkway, #587 Alameda, CA 94501 Phone: (510) 638 - 6331 Fax: (800) 878 - 1502 Email:  [email protected]   You can use your ...

Don’t Miss Our Tax Strategy Session with CPA Tami Arnold -
12/03/2025

Don’t Miss Our Tax Strategy Session with CPA Tami Arnold -

Hello, This Friday, December 5th, our First Friday 401k series welcomes a special guest: CPA Tami Arnold, Senior Tax Manager at B-Corp Sensiba. Tami will walk us through the tax laws passed in July, how these changes affect individual taxpayers, and the smart year-end steps you can still take to red...

Address

909 Marina Village Parkway
Alameda, CA
94501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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