Upcoming classes are filling up quickly. Reserve your spot now!

RESERVE NOW

Educate Yourself Today For a Better Future Tomorrow

Retirement Courses in Los Angeles

 

Register Now

Course Details

Cost

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

Textbook

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

Registration

Advanced registration is required for all courses.

Classes We Offer

Thursday
May 2, 2019 &
May 9, 2019
class name

Retirement Planning Today

class sessions

6:30pm - 9:30pm

where

Pierce College

address

6201 Winnetka Avenue, Woodland Hills, CA 91371

instructor
Tuesday
May 7, 2019 &
May 14, 2019
class name

Retirement Planning Today

class sessions

6:30pm - 9:30pm

where

Pierce College

address

6201 Winnetka Avenue, Woodland Hills, CA 91371

instructor
About The Instructor

Jason Thomas

Jason has been involved in the financial services industry as an advisor and financial educator for more than ten years. Prior to joining Pure Financial Advisors, Jason taught in the Financial Planning program at the University of Redlands and helped design a similar program at Grantham University. He is especially happy to see former students successfully enter or advance in the financial services industry. He was also a contract Financial Counselor for two years in the Survivor Outreach Services division within Army Reserve Family Programs; a role which allowed him to provide financial information to the surviving families of fallen...

Read More

Two-Day Financial Planning Course

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

In this comprehensive class, 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.

 

Register Today Give Us a Call

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 two-day course today and set yourself up for a secure future!





Register Today Give Us a Call