Upcoming Retirement Planning Courses in Brea
Jumpstart your retirement IQ with our 2-Day planning course! Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you make informed decisions for your future.
Learn about the changing nature of today’s tax laws and the strategies used to minimize or eliminate income at a class at Santiago Canyon College or California State University, Fullerton.
Whether you think you are ready to retire today, or in ten years, this course will examine your readiness based on your annual income and give you an estimate of how much you can afford to spend during retirement based on your life plan.
Want to learn even more? Catch Joe Anderson, CFP® and Alan Clopine, CPA on the Your Money, Your Wealth® podcast every week at yourmoneyyourwealth.com, iTunes, and on your favorite podcast app. Stay informed about key topics and take charge of your financial future by listening to our podcast.
Pure Financial has redefined financial planning in Brea. Our fee-only advisory service prides itself on transparency and helping clients exceed their financial goals.