Retirement Planning Today
Our team of financial advisors teaches classes via Zoom through College of Alameda, Merritt College, and St Mary’s College of California.
Retirement classes are geared toward people 50+ who are interested in getting started on retirement strategies.
ALAMEDA (Course ID Course ID ZYWXY1)
- Zoom, Online
- Wednesday, March 25th & Wednesday, April 1st – 6:00PM-8:30PM
- College of Alameda, in-person, 555 Ralph Appezzato Memorial Parkway, Alameda, CA 94501
- Saturday, March 28th – 9:00AM-2:30PM
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.
Cost:
Classes are taught on two successive weeks, either during the weekday from 6:00 PM – 8:30 PM or on Saturday from 9:00 AM – 2:30 PM, and the cost is $69 plus $30 for the workbook. Class reservations include a spouse or significant other at no additional cost. An additional workbook is $30.