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Retirement Courses in Sacramento – Davis.

 

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Course Details

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Cost

The cost of the course varies between $30-60 depending on the location.

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Textbook

Included in your cost is a 200+ page textbook with all of the information you need.

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Registration

Advanced registration is required for all courses.

Classes We Offer

Wednesday
May 13, 2026 &
May 20, 2026
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

University of California, Davis

address

27 N Quad St, Davis, CA 95616

instructor
Ryan Burgess

Ryan Burgess

Thursday
May 14, 2026 &
May 21, 2026
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

University of California, Davis

address

27 N Quad St, Davis, CA 95616

instructor
Ryan Burgess

Ryan Burgess

About The Instructor

Taylor Rios

Taylor is not just a financial advisor but a dedicated guide on your journey to financial success. Through personalized one-on-one consultations, she provides hands-on advice to help clients pursue their unique goals. After earning a Bachelor of Science in Psychology from UC Davis in 2003, Taylor began her financial career in 2009 with Symphony Financial Planning, following a deliberate career change into finance. In 2013, she achieved her CERTIFIED FINANCIAL PLANNER® certification and continued her financial education by obtaining a Series 65 license the following year. Taylor joined Pure Financial Advisors in 2024 and brings a wealth of knowledge that...

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About The Instructor

Ryan Burgess

Ryan Burgess is a CERTIFIED FINANCIAL PLANNER® professional with experience in financial planning, education, and counseling. He holds an MBA from Western Governors University and has been contributing to the financial services industry since 2008. Ryan has guided individuals toward financial independence through thousands of one-on-one counseling sessions and group workshops focused on critical topics like retirement planning and investment strategies. Known for simplifying complex financial concepts, he has empowered countless clients to take control of their financial futures. Ryan is especially proud of his work supporting service members on a military base, where he provided personalized financial counseling and...

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Two-Day Financial Planning Course

Join us for a financial planning course designed to help you make knowledgeable decisions and prepare for your future.

In this comprehensive workshop, we cover a wide range of topics and answer the most common questions about retirement.

At the conclusion of this course, you will have the tools and roadmap you need to plan for the retirement you’ve always dreamed of.

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What You'll Learn

Financial Concerns

Financial Concerns

Before jumping into the deep end of the financial side of retirement, you should have a clear picture of the lifestyle and aspirations you envision. Our two-session course will help you create a map so that everything else falls into place.

Retirement Income

Retirement Income

A difficult challenge in retirement is generating the steady income and maintaining it throughout your lifetime. Learn how to analyze your employer-sponsored retirement plans and Social Security benefits so you are prepared for future decisions you must make.

Tax Strategies

Tax Strategies

Through this course, you will gain knowledge in how to create a tax efficient investment strategy in order to create more flexibility in managing your taxes. Your instructor will explain how to diversify your assets in order to create the highest after-tax net income.

Investments

Investments

Become familiar with the different investment vehicles such as cash accounts, stocks, bonds, exchange-traded funds, and tax-deferred annuities. Learn the best strategies to help you position yourself for better returns on your investments with possibly lower risks.

Social Security

Social Security

Deciding when to take your social security benefits is an important factor when planning for a successful retirement. Discover why the timing for taking your benefits or the benefits of your spouse can impact your bottom line.

Enjoying Retirement

Enjoying Retirement

Everyone has unique dreams for their retirement. We start every class by making sure we have a clear understanding of your retirement goals because your goals become the foundation for your unique financial plan.

Don’t Miss This Opportunity To Set Yourself Up For Success

People are retiring earlier and living longer. Without proper planning it is very likely that you will outlive your money. Don’t wait any longer - register for our retirement course today and set yourself up for a secure future!





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