Retirement Planning Today

We teach these classes at the UC Berkeley, 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 2 booklets 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 $30 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

Spring 2018

College of Alameda

  • January 30th & February 6th –  Tuesdays

  • February 3th & 10th –  Saturdays

  • May 9th & 16th – Wednesdays

  • May 12th & 19th – Saturdays

Mills College

  • February 27th & March 6th – Tuesdays

  • March 10th & 17th –  Saturdays

UC Berkeley

  • February 22nd  & March 1st – Thursdays

  • February 24th & March 3rd – Saturdays

  • May 12th & 19th – Saturdays

  • May 15th &  22nd. – Tuesdays


Fall 2018

College of Alameda

  • September 26th & October 3rd –  Wednesdays

  • October 6th & 13th –  Saturdays

Mills College

  • October 9th & 16th – Tuesdays

  • October 20th & 27th –  Saturdays

UC Berkeley

  • September 25th & October 2nd – Tuesdays

  • October 6th & 13th – Saturdays