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Build Your Own Retirement Plan!

Create your retirement plan using the same process as financial professionals!

Build Your Own Retirement Plan Workshop

This four week series of workshops will take you through comprehensive sections important for building your retirement plan, including:
• Social Security
• Your income need, budgets, and expenses
• Financial investments and working with financial
professionals
• Annuities, insurance, and more!

Why take this course?
What makes this workshop stand apart from other “Retirement” classes is the hands-on approach and
student involvement in creating their own Retirement Plan. Because Rosemary does not work for a
Financial Company, she doesn’t sell investment funds, products or insurance. She does not give investment advice, tell you when to take Social Security or offer stock tips. Rather, her workshop gives you the information to make these decisions yourself by creating your Retirement Plan and putting together the “whole picture”. You will also gain an understanding of the Financial Industry, allowing you to work with
your Financial Professional, and together achieve your retirement goals.

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About the instructor:

Rosemary Yoshikawa has been a Business instructor at Ohlone College since 2011. She has 12 years’ experience working in the Financial Industry creating retirement plans for clients and helping them reach their retirement goals. This experience exposed a need to empower people to create their own retirement plan and take control of their retirement.

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Previous students have commented that this workshop “changed my life”, “made me hopeful about retirement”, and “opened my eyes to the Financial Industry”.

Course Offered
Tuesdays, February 3-24, 6pm-8pm
$49 for the 4 day workshop,
plus a $15 workbook fee

Register by visiting http://ohlone.augusoft.net
For more information call (510) 742-2303
Classes are held at the Ohlone College Newark Center
39399 Cherry St., Newark, CA 94560, Room 2102

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