Retirement Planning Today

We teach these classes at the Berkeley City College, 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. (See below for location and time change)

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, or email GFISinfo@financialguide.com

Upcoming class dates

Fall 2020*

*Due to COVID-19, in-person classes at College of Alameda, Mills College, and Berkeley City College are being postponed until Spring 2021.  

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

  • Tuesday, September 8th & September 15th – 6:00 PM – 8:30 PM
  • Saturday, September 12th & September 19th – 9:30 AM – 12:00 PM
  • Tuesday, September 22nd & September 29th – 6:00 PM – 8:30 PM
  • Wednesday, September 23rd & September 30th – 6:00 PM – 8:30 PM
  • Saturday, September 26th & October 3rd – 9:30 AM – 12:00 PM
  • Saturday, September 26th & October 3rd – 1:00 PM – 3:30 PM

Wealth Creation Today

This new workshop is similar to the “Retirement Planning Today”, however, it is geared towards the 35 – 50 year old demographic.

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

Upcoming class dates

Fall 2020*

*Due to COVID-19, in-person classes at College of Alameda, Mills College, and Berkeley City College are being postponed until Spring 2021.

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

  • Tuesday, August 25th & September 1st – 6:00 PM – 8:30 PM
  • Wednesday, August 26th & September 2nd – 6:00 PM – 8:30 PM
  • Saturday, August 29th & September 5th – 9:30 AM – 12:00 PM
  • Saturday, August 29th & September 5th – 1:00 PM – 3:30 PM
  • Wednesday, September 9th & September 16th – 6:00 PM – 8:30 PM
  • Saturday, September 12th & September 19th – 1:00 PM – 3:30 PM