Contact Us: (858) 384-0270 Stay Connected:
Contact Us: (858) 384-0270 Stay Connected:

A Two-Session Course in Southern California

Retirement 101 Overview

Are you ready for retirement, but concerned with how long your money will last? Or perhaps you have questions about Roth IRA strategies, Social Security, taxes, and making the most of retirement. Don’t worry—Retirement 101 is here to help! Our two-session course will offer instruction on the following:

FINANCIAL CONCERNS

Identify the primary threats to your retirement savings.

RETIREMENT INCOME

Plan your retirement income to preserve a comfortable lifestyle.

ENJOYING RETIREMENT

Afford & enjoy travel, hobbies, sports, socializing, lifelong learning, & more.

INVESTMENTS

Align your investments with your attitudes, risk tolerance, and objectives.

SOCIAL SECURITY

Apply strategies designed to increase Social Security retirement benefits.

ROTH IRA

Calculate whether you should convert your IRA to a Roth IRA.

TAX STRATEGIES

Maximize tax efficiency of withdrawals from mutual funds and IRAs.

ESTATE PLANNING

Evaluate & plan for health care and all kinds of end-of-life decisions.

...AND MUCH MORE!

You'll love all the bonus lessons & topics we'll cover in Retirement 101!

Looking for Retirement Planning Help?

We’ll Help You Retire, Stay Retired, & Love It!

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The Info You Need

Course Details

Refresh your retirement plan with our comprehensive course. It’s perfect whether you’re planning years into the future or looking for immediate answers to financial concerns.

COST

The registration fee is between $39-49. Advance registration is required.

TEXTBOOK

Every attendee will receive a 145-page textbook with examples & illustrations.

+1 REGISTRATION

Complimentary registration for a +1 guest of your choosing is included!

Our Instructors

Learn from Retirement Specialists!

All of our instructors are qualified financial professionals. They have the knowledge & experience needed to help you understand the retirement process.

Patrick Mead