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Passport to Retirement

at Santa Monica College - Santa Monica

(448)
Course Details
Price:
$99
Start Date:

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Location:
Santa Monica, Beach Cities
SMC Bundy Campus 3171 S Bundy Dr
Btwn Airport Ave & Stanwood Pl
Santa Monica, California 90066
(Map)
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Important:
Room 228
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Description
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 10
Teacher: Paul Heising

What you'll learn in this financial planning course:

Many adults feel that the most critical financial concern they face is whether they will be able to afford to retire some day. They fear they may outlive their money and they don't understand the basics of retirement planning and investment management. Learn about the most common roadblocks to retirement-planning success and how to avoid them. Explore how to use stocks, bonds, mutual funds, and other investments to pursue your retirement goals. Find out about proven strategies that will arm you with the information you need to make good retirement decisions.

You may bring your spouse or a guest to class at no extra cost.

School Notes:

Important:

You MUST have and input a valid California address and US phone number when signing up for Santa Monica College courses, or you may be rejected from the course. If you do not have a valid US address and phone number, your enrollment will not be accepted.

Also:

Santa Monica College's Community Education Office operates from 8:30 AM to 4:30 PM Monday through Friday, excluding weekends and holidays. Please bring your CourseHorse purchase confirmation with you to class. Your Classroom information is noted in the Special Notes. If you do not have a classroom on your purchase receipt, please reach out to [email protected]


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Refund Policy
NO CANCELLATIONS AFTER A CLASS HAS BEGUN, so choose courses carefully! Requests for withdrawal from a class must be submitted in writing via email at least seven business days before the start date of the class; receipt of requests made via other methods, such as phone messages, cannot be guaranteed.  You may receive a credit voucher applicable to future Community Education classes, which is valid for two years from the date of issue.  A minimum service charge of $10 per class cancellation will be withheld.  Refunds are granted ONLY if a class is cancelled, discontinued, or rescheduled.In the instance of cancelled classes, course fee is automatically refunded. Credit card refunds are processed with seven business days, check and cash refunds will be issued by check within 45 business days.

Transfers

To transfer to another class, request must be submitted in writing via email at least seven (7) business days before the original class meets. A minimum service charge of $10 per class transfer will be deducted. 

Important Information: Refunds are NOT issued for absences nor prorated for late registrations. Missed class meetings may not be made up in another class. There is no auditing of classes. Students are highly encouraged to register before class begins.  Returned checks will be subject to a $25 handling charge.

SOME HIGH DEMAND CLASSES, SUCH AS GLASS FUSING AND GOOD TIMES TRAVEL DAY TRIPS, HAVE SEPARATE AND DIFFERENT REFUND POLICIES STATING THAT ALL REGISTRATIONS ARE FINAL, AND NO REFUNDS, CREDITS, OR TRANSFERS WILL BE GIVEN.  PLEASE BEAR THAT IN MIND WHEN REGISTERING FOR THOSE CLASSES.

MAKE-UP POLICY

Missed class meetings may not be made up in another class

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This class isn't on the schedule at the moment, but save it to your Wish List to find out when it comes back!

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Questions & Answers (1)

Get quick answers from CourseHorse and past students.

Question from Vanessa L.
Is there a syllabus outlining what will be taught in the class broken down by sessions? Thank you,
Answer from Nancy J. Verified Student
Yes, but it's distributed on the first day. It's broken down by types of retirement plans (401K), different investments, estate planning, etc. You'll know what to expect all proceeding sessions.
Answer from Brenda L. CourseHorse StaffCourseHorse Staff
Hi Vanessa! The school don’t always list the syllabus online, it’s the instructor’s preference. This class actually use a book. Hope this is helpful.
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Reviews of Classes at Santa Monica College (448)

(448 Reviews)
Passport to Retirement
Reviewed by Nancy J. on 4/5/2017
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School: Santa Monica College

Santa Monica College

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Santa Monica College, which was opened in 1929, has grown to a thriving campus with offerings in more than...

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1 Top Choice

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Due to recent and ongoing tax law changes, an uncertain future for Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time tested strategies that help you to make informed financial decisions. Whether your objective...

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