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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.

Classes We Offer

Thursday
February 6, 2025 &
February 13, 2025
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

Balearic Community Center

address

1975 Balearic Dr. Costa Mesa, CA 92626

instructor
Dean Heimbach

Dean Heimbach

Tuesday
February 11, 2025 &
February 18, 2025
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

Balearic Community Center

address

1975 Balearic Dr. Costa Mesa, CA 92626

instructor
Dean Heimbach

Dean Heimbach

Thursday
March 6, 2025 &
March 13, 2025
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

Yorba Linda Community Center

address

4501 Casa Loma Ave, Yorba Linda, CA 92886

instructor
Anthony Vu

Tony Vu

Wednesday
March 12, 2025 &
March 19, 2025
class name

Retirement Course

class sessions

6:30pm - 9:30pm

where

Yorba Linda Community Center

address

4501 Casa Loma Ave, Yorba Linda, CA 92886

instructor
Joe Sanchez

Joe Sanchez

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

As Managing Director at Pure Financial Advisors, Jake Greenberg, CFP®, plays a pivotal role in driving the firm’s strategic growth and operational efficiencies. Since joining Pure in 2015, Jake has brought a client-first approach to delivering comprehensive financial planning and investment management. In 2017, he successfully launched Pure’s North Orange County office in Brea, California, establishing a thriving branch and setting the stage for continued growth. Over the years, Jake has continued to spearhead the growth and development of several other branch locations and has been instrumental in training and mentoring new Financial Advisors, ensuring they are equipped to deliver...

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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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