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Retirement Courses in Orange County

 

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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.

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About The Instructor

Joseph Anderson

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial Advisor Magazine (2024) and was ranked one of Barron's Top 100 RIA Firms (2023). Pure was also named to San Diego Business Journal's Best Places to Work (2023) and Glassdoor’s Top 50 Best Places to Work (2022). Joe was ranked #7 out of 200 in...

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About The Instructor

Jake Greenberg

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible. Prior to joining Pure Financial, Jake was a lead strategist in charge of running the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex...

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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 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.

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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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