Retirement Planning Today
Our team of financial advisors teach Retirement Planning Today classes via Zoom and in-person through College of Alameda, Merritt College, and 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.
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:
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.