An Educational Course for Adults Age 50 to 70
Questions? 619-374-4102 Course ID: TRB23V

 

Traditionally conducted at local colleges and universities, now being offered online


Tuesdays
Oct. 13 & 20
6:00 p.m. to 8:00 p.m.
No Longer Available

 

Wednesdays
Oct. 14 & 21
6:00 p.m. to 8:00 p.m.
No Longer Available

 
OR
 

Thursdays
Oct. 29 & Nov. 5
6:00 p.m. to 8:00 p.m.

 

An Educational Course for Adults Age 50 to 70

Who should attend? 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 build wealth and align your money with your values to accomplish 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.

 

Learn about important financial topics such as:

  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

 

Course Topics

  • Traditional vs. new retirement
  • New retirement opportunities
  • Values and objectives in nine areas of life
  • The retirement planning process
  • Early retirement trends
  • How long must your money last?
  • Inflation, prices and purchasing power
  • Retirement expectations
  • How much will you need to retire?
  • Can you retire today?
  • Ten retirement planning mistakes
  • Financial and cash–flow statements
  • Credit and debt
  • Taxes and marginal tax rates
  • Eleven strategies to save money on taxes
  • Taxable investments
  • Capital gains income tax exclusion
  • Investments with tax advantages
  • Traditional IRAs
  • Roth IRAs
  • IRA to Roth IRA conversions
  • Other retirement income sources
  • Social Security eligibility and benefits
  • Employment income and Social Security
  • Employer–sponsored defined benefit plans
  • Employer–sponsored defined contribution plans
  • Retiring or changing jobs?
  • Defined benefit and contribution plans
  • Three important considerations
  • Lump sum vs. IRA transfer vs. annuity payments
  • Rollovers, direct rollovers and transfers
  • Annuity income and choices
  • Early retirement considerations
  • Minimum required distributions
  • Considerations before you invest
  • Cash accounts
  • Stocks and bonds
  • Mutual funds
  • Exchange traded funds
  • Unit investment trusts
  • Individually managed accounts
  • Tax–deferred annuities
  • Investment risk management strategies
  • Disability income insurance
  • Health insurance and Medicare
  • Long–term care and insurance
  • Comparing life insurance
  • Planning for incapacity
  • Taxes
  • A will may not be enough
  • Probate
  • Gifting assets
  • Joint ownership of property
  • Direct transfer assets
  • Benefits of trusts
  • Types of trusts

 

Your Instructor(s)

Your instructor is Joseph D. Anderson, Certified Financial Planner™, Accredited Investment Fiduciary, Investment Advisor Representative of Pure Financial Advisors.  Joseph is the host of “Your Money Your Wealth” radio and television show.  You can listen to Joseph on Saturdays from 10am – 12pm on Talk Radio 760 KFMB or watch him on CBS 8 Sunday mornings at 6:30am.

 

Register to Attend
Attendee(s)
Payment
Receipt
Which class would you like to attend?

 

Tuesdays
Oct. 13 & 20
6:00 p.m. to 8:00 p.m.

This Class Is Online Only - Local Instructor

Wednesdays
Oct. 14 & 21
6:00 p.m. to 8:00 p.m.

This Class Is Online Only - Local Instructor

This class is no longer available
Please select another class

This class is no longer available
Please select another class


OR

Thursdays
Oct. 29 & Nov. 5
6:00 p.m. to 8:00 p.m.

This Class Is Online Only - Local Instructor

 

Classroom Experience

 

Your Course Includes:

Attend with spouse, partner or guest at no additional cost


Take-home course textbook


Optional one-on-one consultation

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