Retirement Planning Today & Wealth Creation Today
Our team of financial advisors teaches Retirement Planning Today classes via Zoom and in-person through College of Alameda, Merritt College, and St Mary’s College of California and Wealth Creation Today classes via Zoom and in-person through St Mary’s College of California.
Retirement Planning Today classes are geared toward people 50+ who are interested in getting started on retirement strategies.
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.
Wealth Creation Today classes are geared toward people 35-49 who are interested in strengthening their financial fluency.
In this class, you can learn how to:
- Align your financial decisions and goals
- Establish S.M.A.R.T. financial goals
- Manage an annual budget
- Avoid common wealth planning mistakes
- Create debt reduction strategies
- Maximize the value of your paycheck
- Strategies to save money on taxes
- Plan for an early retirement
Cost:
Online classes are taught on two successive weeks, during the weekday from 6:00 PM – 8:30 PM or in one in-person class on Saturday from 9:00 AM – 2:30 PM, and the cost is $64 and includes one workbook. Class reservations include a spouse or significant other at no additional cost. An additional workbook is $35.