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Maximizing Retirement Income

Santa Monica College @ SMC Bundy Campus, Santa Monica, CA

Discover the secrets to a worry-free retirement. Uncover strategies for projecting income, minimizing taxes, and optimizing Social Security benefits. Learn how to invest wisely for maximum income and security.

(513) All levels 18 and older
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Retirement Planning Today

Discover proven strategies to make informed financial decisions for retirement. Protect your assets and preserve your lifestyle with confidence. Join us for a comprehensive class covering key modules including life planning, retirement income sources, investments, and estate planning.

  • All levels
  • 18 and older
  • $69
  • 1301 Avenida Cesar Chavez, Los Angeles, CA
  • 4 hours over 2 sessions

Start Dates (0)

  • $69
  • ELAC Main Campus @ 1301 Avenida Cesar Chavez, Los Angeles, CA 91754
  • 4 hours over 2 sessions
  • Room G5-114
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Class Description

Description

What you'll learn in this financial planning course:

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.

Refund Policy

There are no refunds or transfers after a class begins. Requests to withdraw from a class or transfer to another Community Services class must be done 5 OR MORE DAYS prior to the first class meeting. There is a $15 service charge per class for each refund or transfer requested. If you enrolled in a class less than 5 days prior to the first class meeting, NO refunds will be given. There are no refunds or credits for absences and late registrations are not pro-rated. Missed class meetings may not be made up in another class.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at East Los Angeles College (250)

(4.3-star rating across 250 reviews)
  • Retirement Planning Today

    Reviewed by Robert O. on 3/17/2024
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East Los Angeles College

East Los Angeles College empowers students to achieve their educational goals, to expandtheir individual potential, and to successfully pursue their aspirations for a better future forthemselves, their community and the world. 

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East Los Angeles College

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