Upcoming Classes

Retirement Planning Today® — An Educational Course for Adults Age 50 to 70

Due to recent 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. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to pursue your retirement goals.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to address wealth and align your money with your values to pursue your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Upcoming Courses

Loyola Marymount University Winter 2024 Workshops
In-classroom session | Workshop fee: $59 

Register with LMU Extension by clicking below:

Thursday, Feb 1st & 8th
6:15 PM - 8:30 PM

Saturday, Jan 27th & Feb 3rd
9:00 AM - 11:30 AM