Ages: 45 to 70
Whether you plan to retire 20 years from now or have just recently retired, this course will help to assess your financial situation, make a plan for retirement, or reevaluate your current plan. You should attend if you are concerned about investment risk, are considering changing jobs or retiring, want to save money on taxes, want to avoid a large financial loss before or during retirement, or have been so busy you only dream about retirement. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. The course includes a 230-page textbook filled with examples and illustrations and is yours to keep. A spouse, partner, or guest may register with you for an additional $27 (you share the textbook).
Call 510-524-9283 for more information.
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