Retirement Planning Today

We teach these classes at the College of Alameda and Mills College.  The classes are held both on a weekday from 6:00 pm to 9:00 pm for two successive weeks or on Saturdays from 9:30 am to 12:30 pm for two successive weeks.

The class is great for people in their late 40’s to mid 60’s.  Registrants receive a binder full of information, which is covered extensively in the class.  We share real-life stories too so that you can relate to the material.

In this class, you can learn how to:

  • Determine the amount of money you need to retire.

  • Create your own goals for a “successful retirement.”

  • Help eliminate debt and improve cash flow.

  • Properly convert your IRA to a Roth IRA.

  • Select the retirement plan distribution choice that is right for you.

  • Plan your retirement income to preserve a comfortable standard of living.

  • Transfer the risk of potential financial losses before or during retirement.

  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.

These classes are $34 plus $25 for the workbook.  Class registration includes a spouse or significant other at no additional charge.  For additional information on how to register, call (510) 357-3715.

Upcoming class dates

College of Alameda

  • January 28th & February 4th –  Saturdays

  • January 31st & February 7th –  Tuesdays

  • October 14th & 21st – Saturdays

  • October 18th & 25th –  Wednesdays

Mills College

  • March 4th & 11th –  Saturdays

  • March 7th & 14th – Tuesdays

  • October 28th & November 4th –  Saturdays

  • October 17th & 24th – Tuesdays

UC Berkeley

  • October 7th & 14th –  Saturdays

  • September 27th & October 4th – Wednesdays

 

Rejuvenate Your Retirement

We teach these classes at the College of Alameda and Mills CollegeThe classes are held on weekdays both in the morning from 9:30 am to 11:30 am and in the afternoon from 1:00 pm to 3:00 pm for two successive weeks. 

This class is great for retirees.  Registrants receive a binder full of information, which is covered extensively in the class.  We share real-life stories too so that you can relate to the material.

In this class, you can learn how to:

  • Identify the primary threats to your retirement savings
  • Plan your retirement income to preserve a comfortable lifestyle
  • Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
  • Align your investments with your attitudes, risk tolerance and objectives
  • Apply strategies designed to increase Social Security retirement benefits
  • Calculate whether you should convert your IRA to a Roth IRA
  • Maximize tax efficiency of withdrawals from mutual funds and IRAs
  • Evaluate and plan for health care, long-term care, incapacity and end of life decisions

These classes are $34 plus $25 for the workbook.  Class registration includes a spouse or significant other at no additional charge.  For additional information on how to register, call (510) 357-3715.

Upcoming class dates

Mills College

Fridays – August 4th and 11th

Tuesdays – August 8th and 15th