Our Mission & Vision
We Serve Southern California Retirees
Retirement 101 seeks to provide in-depth financial education to members of our communities. This includes personal financial concepts that are critical for families and individuals to achieve and preserve their financial independence. We assist local families and individuals to make better choices with their financial decisions, which will ultimately allow them to lead better lives.
Retirement Info You Can Trust
Retirement decisions are among the most important you’ll ever make. Unfortunately, the information you receive from the financial media can be conflicted and biased. However, Retirement 101 is not a sales presentation. During this course, you will be presented with objective, factual and applicable information without reference to specific financial products. Our course material is also presented in a clear, interesting, and easy-to-follow format, so that you can stay informed and enjoy learning as well.
Retirement Resources You’ll Love
Our Retirement 101 course includes a detailed workbook for you to keep. This book contains case studies and self-guided exercises to help promote the learning objectives of the course material. You may use the checklist and worksheets in this textbook to help guide your own retirement planning, and you can consult it as a reference tool for the years ahead. Lastly, this comprehensive course is taught by a qualified financial professional who will draw from real-life examples to answer your questions about retirement planning.