Retirement Planning Today
Our team of financial advisors teach Retirement Planning Today classes via Zoom and in-person through College of Alameda, Merritt College, St Mary’s College of California, Arizona State University SkySong Campus, and Stony Brook University.
Retirement Planning Today classes are geared toward people 50+ who are interested in getting started on retirement strategies.
LAFAYETTE – COURSE ID E3BPJ1
- Zoom – Tuesday, September 15th & Tuesday, September 22nd
- 6:00PM-8:30PM
- St Mary’s College of California (1928 St. Mary’s Road, Moraga, CA 94575) – Saturday, September 26th
- 9:00AM-2:30PM
ARIZONA (registration not yet open, please email alexmorgan@financialguide.com to be added to the list)
- Zoom – Tuesday, September 29th & Tuesday, October 6th
- 6:00PM-8:30PM
- Arizona State University SkySong Campus (1475 N. Scottsdale Road, Scottsdale, AZ 85257) – Saturday, October 3rd
- 9:00AM-2:30PM
NEW YORK (registration not yet open, please email alexmorgan@financialguide.com to be added to the list)
- Zoom – Wednesday, September 30th & Wednesday, October 7th
- 6:00PM-8:30PM
- Stony Brook University (100 Nicolls Road, Stony Brook, NY 11790) – Saturday, October 3rd
- 9:00AM-2:30PM
ALAMEDA (registration not yet open, please email alexmorgan@financialguide.com to be added to the list)
- Zoom – Tuesday, October 27th & Tuesday, November 3rd
- 6:00PM-8:30PM
- College of Alameda (555 Ralph Appezzato Memorial Parkway, Alameda, CA 94501) – Saturday, November 7th
- 9:00AM-2:30PM
OAKLAND (registration not yet open, please email alexmorgan@financialguide.com to be added to the list)
- Zoom – Wednesday, October 28th & Wednesday, November 4th
- 6:00PM-8:30PM
- Merritt College (12500 Campus Drive, Oakland CA 94619) – Saturday, November 7th
- 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.