Retirement Planning Today

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 is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. This comprehensive class will cover the following eight modules over the course of two sessions:

• Life Planning for Retirement
• Retirement Needs & Expenses
• Retirement Roadblocks & Mistakes
• Retirement Income Sources
• Retirement Plan Distributions
• Investments
• Risk Management & Asset Protection
• Estate Planning

Note: Your registration fee covers both you and your spouse, and includes a 230 page textbook with examples and illustrations, which is yours to keep at no extra charge (one per couple).

Notes:

• Room numbers are provided to students once the registration is completed. 
• Students can purchase a semester parking permit from the Community Services Office for $10 or purchase a daily permit from the dispensing machines at each parking lot/structure for $2.
• California Department of Public Health Guidelines on safe returns to in-person instruction will be followed, including proper masking and enforcing physical distance.