A TWO-SESSION COURSE IN SOUTHERN CALIFORNIA

Retirement 101 Overview

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!LEARN

Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

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.

Course Guarantee

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.

Course Bonuses

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.

Looking for Retirement Planning Help?

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

Sign-Up Today!

Course DETAILS

The Info You Need

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 $39. 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.

Dustin TenBroeck CFP®

Joe Stella CFP®

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